Johnson Financial Group Inc (Wisconsin)’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
Q2 | – | Sell |
-165
| Closed | -$16.4K | – | 873 |
|
|
2025
Q1 | $16.4K | Hold |
165
| – | – | ﹤0.01% | 732 |
|
|
2024
Q4 | $16.5K | Hold |
165
| – | – | ﹤0.01% | 606 |
|
|
2024
Q3 | $17.6K | Hold |
165
| – | – | ﹤0.01% | 609 |
|
|
2024
Q2 | $15.4K | Hold |
165
| – | – | ﹤0.01% | 537 |
|
|
2024
Q1 | $15.6K | Hold |
165
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $15.7K | Hold |
165
| – | – | ﹤0.01% | 597 |
|
|
2023
Q3 | $13.7K | Hold |
165
| – | – | ﹤0.01% | 511 |
|
|
2023
Q2 | $14.9K | Hold |
165
| – | – | ﹤0.01% | 516 |
|
|
2023
Q1 | $14.6K | Sell |
165
-10
| -6% | -$913 | ﹤0.01% | 502 |
|
|
2022
Q4 | $15.3K | Hold |
175
| – | – | ﹤0.01% | 461 |
|
|
2022
Q3 | $15K | Buy |
+175
| New | +$17.1K | ﹤0.01% | 470 |
|
|
2019
Q1 | – | Sell |
-325
| Closed | -$28K | – | 549 |
|
|
2018
Q4 | $28K | Sell |
325
-68
| -17% | -$6.22K | ﹤0.01% | 355 |
|
|
2018
Q3 | $37K | Hold |
393
| – | – | ﹤0.01% | 348 |
|
|
2018
Q2 | $37K | Hold |
393
| – | – | ﹤0.01% | 355 |
|
|
2018
Q1 | $34K | Hold |
393
| – | – | ﹤0.01% | 369 |
|
|
2017
Q4 | $37K | Sell |
393
-115
| -23% | -$10.8K | ﹤0.01% | 384 |
|
|
2017
Q3 | $47K | Hold |
508
| – | – | 0.01% | 348 |
|
|
2017
Q2 | $48K | Hold |
508
| – | – | 0.01% | 365 |
|
|
2017
Q1 | $47K | Sell |
508
-4,825
| -90% | -$449K | 0.01% | 404 |
|
|
2016
Q4 | $498K | Sell |
5,333
-2,090
| -28% | -$191K | 0.07% | 203 |
|
|
2016
Q3 | $723K | Buy |
7,423
+4,568
| +160% | +$458K | 0.1% | 169 |
|
|
2016
Q2 | $284K | Buy |
2,855
+2,382
| +504% | +$226K | 0.04% | 244 |
|
|
2016
Q1 | $45K | Hold |
473
| – | – | 0.01% | 395 |
|
|
2015
Q4 | $43K | Hold |
473
| – | – | 0.01% | 402 |
|
|
2015
Q3 | $41K | Sell |
473
-20
| -4% | -$1.74K | 0.01% | 500 |
|
|
2015
Q2 | $42K | Hold |
493
| – | – | 0.01% | 516 |
|
|
2015
Q1 | $47K | Sell |
493
-112
| -19% | -$10.7K | 0.01% | 520 |
|
|
2014
Q4 | $55K | Hold |
605
| – | – | 0.01% | 477 |
|
|
2014
Q3 | $48K | Hold |
605
| – | – | 0.01% | 450 |
|
|
2014
Q2 | $50K | Hold |
605
| – | – | 0.01% | 455 |
|
|
2014
Q1 | $47K | Buy |
605
+130
| +27% | +$9.81K | 0.01% | 394 |
|
|
2013
Q4 | $34K | Buy |
475
+225
| +90% | +$16.5K | 0.01% | 440 |
|
|
2013
Q3 | $18K | Hold |
250
| – | – | 0.01% | 512 |
|
|
2013
Q2 | $19K | Buy |
+250
| New | +$20K | 0.01% | 520 |
|
Other funds holding RWR
MSA
Johnson Financial Group Inc (Wisconsin)'s RWR Position: Q2 2025 in Review
Johnson Financial Group Inc (Wisconsin) sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 165 shares — an estimated $16.4K sold.
Johnson Financial Group Inc (Wisconsin) first reported a position in RWR in Q2 2013 and held it in 34 quarters. The position peaked at $723K in Q3 2016. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.
- Johnson Financial Group Inc (Wisconsin) reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
- Johnson Financial Group Inc (Wisconsin) sold 165 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $16.4K.
- Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and held it in 34 quarters.
- Johnson Financial Group Inc (Wisconsin)'s State Street SPDR Dow Jones REIT ETF position peaked at $723K in Q3 2016.
- 254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.