Laurel Wealth Advisors (North Carolina)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2026 Q1	–	Sell	-447	Closed	-$43.9K	–	546
2025 Q4	$43.9K	Buy	+447	New	+$44.5K	0.01%	334
2025 Q2	–	Sell	-467	Closed	-$46.3K	–	568
2025 Q1	$46.3K	Hold	467	–	–	0.01%	321
2024 Q4	$46.2K	Sell	467 -100	-18%	-$10.4K	0.01%	321
2024 Q3	$60.5K	Hold	567	–	–	0.01%	289
2024 Q2	$52.8K	Hold	567	–	–	0.01%	285
2024 Q1	$53.4K	Hold	567	–	–	0.01%	288
2023 Q4	$54K	Hold	567	–	–	0.01%	274
2023 Q3	$47K	Hold	567	–	–	0.01%	278
2023 Q2	$51.3K	Hold	567	–	–	0.01%	279
2023 Q1	$50.3K	Hold	567	–	–	0.01%	279
2022 Q4	$49.4K	Hold	567	–	–	0.01%	256
2022 Q3	$48K	Hold	567	–	–	0.01%	260
2022 Q2	$54K	Hold	567	–	–	0.01%	250
2022 Q1	$67K	Hold	567	–	–	0.01%	255
2021 Q4	$69K	Hold	567	–	–	0.01%	246
2021 Q3	$60K	Hold	567	–	–	0.01%	259
2021 Q2	$59K	Sell	567 -200	-26%	-$20.5K	0.01%	261
2021 Q1	$73K	Hold	767	–	–	0.02%	232
2020 Q4	$66K	Hold	767	–	–	0.02%	235
2020 Q3	$60K	Hold	767	–	–	0.02%	222
2020 Q2	$60K	Sell	767 -125	-14%	-$9.57K	0.02%	219
2020 Q1	$64K	Sell	892 -200	-18%	-$18.9K	0.02%	199
2019 Q4	$111K	Hold	1,092	–	–	0.03%	173
2019 Q3	$114K	Hold	1,092	–	–	0.04%	171
2019 Q2	$108K	Hold	1,092	–	–	0.04%	173
2019 Q1	$108K	Hold	1,092	–	–	0.04%	170
2018 Q4	$94K	Buy	+1,092	New	+$99.8K	0.04%	166

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s RWR Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2026, closing a stake of 447 shares — an estimated $43.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in RWR in Q4 2018 and held it in 27 quarters. The position peaked at $114K in Q3 2019. 258 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 447 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $43.9K.
Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s State Street SPDR Dow Jones REIT ETF position peaked at $114K in Q3 2019.
258 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.