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Heck Capital Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Heck Capital Advisors’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-548
Closed -$54.2K – 686
2024
Q4 		$54.2K Buy
+548
New +$57.1K ﹤0.01% 350

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heck Capital Advisors's RWR Position: Q1 2025 in Review

Heck Capital Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2025, closing a stake of 548 shares — an estimated $54.2K sold.

Heck Capital Advisors first reported a position in RWR in Q4 2024 and held it in 1 quarter. The position peaked at $54.2K in Q4 2024. 250 funds tracked by Wall St. Rank hold RWR as of Q1 2025.

  • Heck Capital Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 548 State Street SPDR Dow Jones REIT ETF shares in Q1 2025, an estimated $54.2K.
  • Heck Capital Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $54.2K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.