Greenleaf Trust’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,087	Closed	-$394K	–	833
2025 Q2	$394K	Sell	4,087 -740	-15%	-$71K	﹤0.01%	553
2025 Q1	$478K	Hold	4,827	–	–	﹤0.01%	511
2024 Q4	$477K	Hold	4,827	–	–	﹤0.01%	512
2024 Q3	$515K	Buy	4,827 +334	+7%	+$33.8K	﹤0.01%	503
2024 Q2	$418K	Sell	4,493 -2	-0%	-$181	﹤0.01%	525
2024 Q1	$424K	Sell	4,495 -468	-9%	-$43.5K	﹤0.01%	518
2023 Q4	$473K	Buy	4,963 +2,107	+74%	+$181K	0.01%	478
2023 Q3	$237K	Sell	2,856 -8,718	-75%	-$783K	﹤0.01%	657
2023 Q2	$1.05M	Sell	11,574 -7,118	-38%	-$628K	0.01%	267
2023 Q1	$1.66M	Sell	18,692 -3,213	-15%	-$293K	0.02%	190
2022 Q4	$1.91M	Sell	21,905 -872	-4%	-$76.4K	0.02%	165
2022 Q3	$1.92M	Buy	22,777 +15,193	+200%	+$1.48M	0.03%	152
2022 Q2	$721K	Buy	+7,584	New	+$802K	0.01%	294