Integrated Advisors Network’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Integrated Advisors Network’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	-3,047	Closed	-$301K	–	768
2024 Q4	$301K	Buy	3,047 +1	+0%	+$104	0.01%	567
2024 Q3	$325K	Sell	3,046 -197	-6%	-$19.9K	0.02%	572
2024 Q2	$302K	Sell	3,243 -14	-0.4%	-$1.27K	0.02%	559
2024 Q1	$307K	Buy	3,257 +152	+5%	+$14.1K	0.02%	588
2023 Q4	$296K	Sell	3,105 -108	-3%	-$9.28K	0.02%	558
2023 Q3	$266K	Sell	3,213 -17	-0.5%	-$1.53K	0.02%	569
2023 Q2	$292K	Sell	3,230 -14	-0.4%	-$1.24K	0.02%	547
2023 Q1	$288K	Sell	3,244 -176	-5%	-$16.1K	0.02%	560
2022 Q4	$298K	Buy	3,420 +250	+8%	+$21.9K	0.02%	515
2022 Q3	$267K	Sell	3,170 -96	-3%	-$9.36K	0.02%	529
2022 Q2	$311K	Sell	3,266 -15	-0.5%	-$1.59K	0.02%	517
2022 Q1	$385K	Sell	3,281 -92	-3%	-$10.5K	0.02%	500
2021 Q4	$412K	Sell	3,373 -603	-15%	-$69.4K	0.02%	453
2021 Q3	$419K	Sell	3,976 -237	-6%	-$26K	0.03%	440
2021 Q2	$442K	Buy	4,213 +898	+27%	+$92K	0.03%	377
2021 Q1	$314K	Sell	3,315 -151	-4%	-$13.7K	0.03%	421
2020 Q4	$301K	Buy	+3,466	New	+$290K	0.03%	390
2020 Q1	–	Sell	-16,170	Closed	-$1.65M	–	436
2019 Q4	$1.65M	Buy	+16,170	New	+$1.67M	0.22%	147

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Integrated Advisors Network's RWR Position: Q1 2025 in Review

Integrated Advisors Network sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2025, closing a stake of 3,047 shares — an estimated $301K sold.

Integrated Advisors Network first reported a position in RWR in Q4 2019 and held it in 18 quarters. The position peaked at $1.65M in Q4 2019. 250 funds tracked by Wall St. Rank hold RWR as of Q1 2025.

Integrated Advisors Network reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2025 after selling out during the quarter.
Integrated Advisors Network sold 3,047 State Street SPDR Dow Jones REIT ETF shares in Q1 2025, an estimated $301K.
Integrated Advisors Network first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 18 quarters.
Integrated Advisors Network's State Street SPDR Dow Jones REIT ETF position peaked at $1.65M in Q4 2019.
250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2025.

Based on Integrated Advisors Network's 13F filing for Q1 2025, filed 15 Apr 2025.