Kiker Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Kiker Wealth Management’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 Q4	–	Sell	-168	Closed	-$16.8K	–	144
2025 Q3	$16.8K	Sell	168 -4	-2%	-$393	0.01%	155
2025 Q2	$16.6K	Sell	172 -63	-27%	-$6.05K	0.01%	307
2025 Q1	$23.3K	Buy	235 +221	+1,579%	+$22.1K	0.02%	276
2024 Q4	$1.38K	Buy	+14	New	+$1.46K	﹤0.01%	159

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kiker Wealth Management's RWR Position: Q4 2025 in Review

Kiker Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2025, closing a stake of 168 shares — an estimated $16.8K sold.

Kiker Wealth Management first reported a position in RWR in Q4 2024 and held it in 4 quarters. The position peaked at $23.3K in Q1 2025. 251 funds tracked by Wall St. Rank hold RWR as of Q4 2025.

Kiker Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2025 after selling out during the quarter.
Kiker Wealth Management sold 168 State Street SPDR Dow Jones REIT ETF shares in Q4 2025, an estimated $16.8K.
Kiker Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2024 and held it in 4 quarters.
Kiker Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $23.3K in Q1 2025.
251 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.