IFG Advisory’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	-2,183	Closed	-$211K	–	789
2025 Q2	$211K	Sell	2,183 -182	-8%	-$17.5K	0.01%	706
2025 Q1	$234K	Sell	2,365 -162	-6%	-$16.2K	0.01%	626
2024 Q4	$250K	Buy	+2,527	New	+$263K	0.01%	581
2024 Q3	–	Sell	-2,468	Closed	-$230K	–	566
2024 Q2	$230K	Buy	+2,468	New	+$224K	0.01%	562
2024 Q1	–	Sell	-2,616	Closed	-$249K	–	532
2023 Q4	$249K	Buy	2,616 +13	+0.5%	+$1.12K	0.02%	511
2023 Q3	$216K	Buy	+2,603	New	+$234K	0.02%	504
2023 Q2	–	Sell	-2,515	Closed	-$223K	–	457
2023 Q1	$223K	Buy	2,515 +6	+0.2%	+$548	0.02%	471
2022 Q4	$218K	Sell	2,509 -689	-22%	-$60.4K	0.02%	444
2022 Q3	$269K	Buy	3,198 +10	+0.3%	+$975	0.02%	430
2022 Q2	$303K	Buy	3,188 +615	+24%	+$65.1K	0.03%	376
2022 Q1	$301K	Buy	2,573 +4	+0.2%	+$456	0.03%	402
2021 Q4	$313K	Buy	2,569 +476	+23%	+$54.8K	0.03%	396
2021 Q3	$220K	Buy	2,093 +96	+5%	+$10.5K	0.02%	450
2021 Q2	$209K	Buy	+1,997	New	+$205K	0.02%	455
2020 Q2	–	Sell	-3,438	Closed	-$248K	–	396
2020 Q1	$248K	Buy	3,438 +29	+0.9%	+$2.74K	0.06%	304
2019 Q4	$347K	Buy	3,409 +575	+20%	+$59.5K	0.06%	290
2019 Q3	$296K	Buy	+2,834	New	+$289K	0.06%	308