KMG Fiduciary Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

KMG Fiduciary Partners’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	-4,558	Closed	-$457K	–	289
2025 Q3	$457K	Sell	4,558 -301	-6%	-$29.6K	0.03%	238
2025 Q2	$469K	Buy	4,859 +53	+1%	+$5.09K	0.03%	233
2025 Q1	$476K	Sell	4,806 -126	-3%	-$12.6K	0.04%	225
2024 Q4	$488K	Buy	4,932 +3	+0.1%	+$312	0.04%	216
2024 Q3	$526K	Sell	4,929 -186	-4%	-$18.8K	0.05%	207
2024 Q2	$476K	Buy	5,115 +5	+0.1%	+$454	0.05%	187
2024 Q1	$482K	Buy	5,110 +4	+0.1%	+$372	0.05%	179
2023 Q4	$487K	Buy	5,106 +8	+0.2%	+$688	0.06%	179
2023 Q3	$423K	Buy	5,098 +261	+5%	+$23.5K	0.06%	176
2023 Q2	$437K	Buy	4,837 +918	+23%	+$81K	0.06%	180
2023 Q1	$348K	Buy	3,919 +1,510	+63%	+$138K	0.05%	190
2022 Q4	$210K	Buy	+2,409	New	+$211K	0.03%	221

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

KMG Fiduciary Partners's RWR Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2025, closing a stake of 4,558 shares — an estimated $457K sold.

KMG Fiduciary Partners first reported a position in RWR in Q4 2022 and held it in 12 quarters. The position peaked at $526K in Q3 2024. 251 funds tracked by Wall St. Rank hold RWR as of Q4 2025.

KMG Fiduciary Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 4,558 State Street SPDR Dow Jones REIT ETF shares in Q4 2025, an estimated $457K.
KMG Fiduciary Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and held it in 12 quarters.
KMG Fiduciary Partners's State Street SPDR Dow Jones REIT ETF position peaked at $526K in Q3 2024.
251 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.