IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.56K | Hold |
65
| – | – | ﹤0.01% | 3385 |
|
|
2025
Q4 | $6.38K | Hold |
65
| – | – | ﹤0.01% | 3291 |
|
|
2025
Q3 | $6.52K | Sell |
65
-1,289
| -95% | -$127K | ﹤0.01% | 3113 |
|
|
2025
Q2 | $130K | Sell |
1,354
-3,281
| -71% | -$315K | ﹤0.01% | 1495 |
|
|
2025
Q1 | $459K | Buy |
4,635
+710
| +18% | +$70.9K | 0.01% | 801 |
|
|
2024
Q4 | $388K | Buy |
3,925
+115
| +3% | +$12K | 0.01% | 833 |
|
|
2024
Q3 | $407K | Buy |
3,810
+3,481
| +1,058% | +$352K | 0.01% | 773 |
|
|
2024
Q2 | $30.8K | Sell |
329
-5,618
| -94% | -$510K | ﹤0.01% | 1882 |
|
|
2024
Q1 | $561K | Buy |
5,947
+2,058
| +53% | +$191K | 0.02% | 573 |
|
|
2023
Q4 | $371K | Sell |
3,889
-254
| -6% | -$21.8K | 0.02% | 684 |
|
|
2023
Q3 | $344K | Buy |
4,143
+144
| +4% | +$12.9K | 0.02% | 732 |
|
|
2023
Q2 | $362K | Sell |
3,999
-146
| -4% | -$12.9K | 0.02% | 773 |
|
|
2023
Q1 | $350K | Sell |
4,145
-1,295
| -24% | -$118K | 0.02% | 720 |
|
|
2022
Q4 | $457K | Sell |
5,440
-7,997
| -60% | -$701K | 0.01% | 933 |
|
|
2022
Q3 | $1.14M | Sell |
13,437
-1
| -0% | -$98 | 0.03% | 595 |
|
|
2022
Q2 | $1.14M | Hold |
13,438
| – | – | 0.04% | 539 |
|
|
2022
Q1 | $1.14M | Sell |
13,438
-42,635
| -76% | -$4.86M | 0.04% | 539 |
|
|
2021
Q4 | $6.85M | Buy |
56,073
+6,137
| +12% | +$707K | 0.13% | 90 |
|
|
2021
Q3 | $5.26M | Buy |
49,936
+312
| +0.6% | +$34.2K | 0.11% | 109 |
|
|
2021
Q2 | $5.21M | Buy |
49,624
+47,358
| +2,090% | +$4.85M | 0.11% | 105 |
|
|
2021
Q1 | $215K | Buy |
2,266
+433
| +24% | +$39.2K | ﹤0.01% | 802 |
|
|
2020
Q4 | $160K | Buy |
1,833
+410
| +29% | +$34.3K | 0.01% | 907 |
|
|
2020
Q3 | $110K | Buy |
1,423
+289
| +25% | +$23K | 0.01% | 950 |
|
|
2020
Q2 | $90K | Sell |
1,134
-685
| -38% | -$52.5K | 0.01% | 965 |
|
|
2020
Q1 | $135K | Sell |
1,819
-1,955
| -52% | -$185K | 0.01% | 717 |
|
|
2019
Q4 | $386K | Sell |
3,774
-8,509
| -69% | -$881K | 0.03% | 481 |
|
|
2019
Q3 | $1.29M | Buy |
+12,283
| New | +$1.25M | 0.09% | 254 |
|
|
2019
Q1 | $20K | Sell |
200
-659
| -77% | -$62.4K | ﹤0.01% | 1363 |
|
|
2018
Q4 | $74K | Buy |
859
+96
| +13% | +$8.78K | ﹤0.01% | 1371 |
|
|
2018
Q3 | $71K | Buy |
763
+104
| +16% | +$9.87K | ﹤0.01% | 1688 |
|
|
2018
Q2 | $62K | Sell |
659
-212
| -24% | -$18.9K | ﹤0.01% | 1785 |
|
|
2018
Q1 | $82K | Hold |
871
| – | – | ﹤0.01% | 1505 |
|
|
2017
Q4 | $82K | Sell |
871
-209
| -19% | -$19.5K | ﹤0.01% | 1518 |
|
|
2017
Q3 | $100K | Sell |
1,080
-982
| -48% | -$91.2K | ﹤0.01% | 1564 |
|
|
2017
Q2 | $192K | Buy |
2,062
+5
| +0.2% | +$465 | 0.01% | 1148 |
|
|
2017
Q1 | $190K | Sell |
2,057
-725
| -26% | -$67.5K | 0.01% | 1142 |
|
|
2016
Q4 | $260K | Sell |
2,782
-438
| -14% | -$40.1K | 0.01% | 922 |
|
|
2016
Q3 | $314K | Buy |
3,220
+102
| +3% | +$10.2K | 0.02% | 792 |
|
|
2016
Q2 | $310K | Buy |
3,118
+2,918
| +1,459% | +$276K | 0.02% | 772 |
|
|
2016
Q1 | $20K | Sell |
200
-898
| -82% | -$79.7K | ﹤0.01% | 1363 |
|
|
2015
Q4 | $101K | Buy |
+1,098
| New | +$99.3K | 0.01% | 1176 |
|
Other funds holding RWR
MSA
