Key Financial Inc’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	$579K	Hold	5,730	–	–	0.1%	164
2025 Q4	$563K	Hold	5,730	–	–	0.1%	159
2025 Q3	$576K	Sell	5,730 -500	-8%	-$49.1K	0.11%	158
2025 Q2	$601K	Sell	6,230 -154	-2%	-$14.8K	0.12%	145
2025 Q1	$633K	Buy	6,384 +154	+2%	+$15.4K	0.14%	129
2024 Q4	$616K	Hold	6,230	–	–	0.14%	131
2024 Q3	$665K	Hold	6,230	–	–	0.15%	124
2024 Q2	$580K	Hold	6,230	–	–	0.14%	128
2024 Q1	$587K	Sell	6,230 -270	-4%	-$25.1K	0.15%	121
2023 Q4	$620K	Hold	6,500	–	–	0.17%	105
2023 Q3	$539K	Hold	6,500	–	–	0.18%	100
2023 Q2	$588K	Hold	6,500	–	–	0.19%	96
2023 Q1	$577K	Hold	6,500	–	–	0.21%	92
2022 Q4	$548K	Hold	6,500	–	–	0.26%	73
2022 Q3	$548K	Sell	6,500 -20	-0.3%	-$1.95K	0.26%	73
2022 Q2	$630K	Buy	6,520 +1,860	+40%	+$197K	0.34%	52
2022 Q1	$547K	Sell	4,660 -288	-6%	-$32.8K	0.27%	69
2021 Q4	$604K	Sell	4,948 -107	-2%	-$12.3K	0.3%	65
2021 Q3	$533K	Hold	5,055	–	–	0.3%	65
2021 Q2	$558K	Hold	5,055	–	–	0.31%	62
2021 Q1	$479K	Hold	5,055	–	–	0.32%	68
2020 Q4	$438K	Hold	5,055	–	–	0.33%	63
2020 Q3	$394K	Hold	5,055	–	–	0.4%	61
2020 Q2	$391K	Sell	5,055 -1,552	-23%	-$119K	0.45%	55
2020 Q1	$484K	Buy	+6,607	New	+$625K	0.5%	40