LGT Financial Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

LGT Financial Advisors’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 Q3	–	Sell	-425	Closed	-$41K	–	598
2025 Q2	$41K	Hold	425	–	–	0.1%	111
2025 Q1	$42.1K	Buy	425 +324	+321%	+$32.4K	0.13%	109
2024 Q4	$9.98K	Buy	101 +2	+2%	+$208	0.02%	433
2024 Q3	$10.6K	Hold	99	–	–	0.03%	407
2024 Q2	$9.19K	Buy	99 +1	+1%	+$91	0.02%	490
2024 Q1	$9.21K	Sell	98 -140	-59%	-$13K	0.01%	511
2023 Q4	$22.7K	Buy	238 +3	+1%	+$258	0.03%	328
2023 Q3	$19.5K	Buy	235 +2	+0.9%	+$180	0.02%	347
2023 Q2	$21.1K	Buy	+233	New	+$20.6K	0.02%	184
2023 Q1	–	Sell	-229	Closed	-$20K	–	171
2022 Q4	$20K	Buy	+229	New	+$20.1K	0.02%	152

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LGT Financial Advisors's RWR Position: Q3 2025 in Review

LGT Financial Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2025, closing a stake of 425 shares — an estimated $41K sold.

LGT Financial Advisors first reported a position in RWR in Q4 2022 and held it in 10 quarters. The position peaked at $42.1K in Q1 2025. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

LGT Financial Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 425 State Street SPDR Dow Jones REIT ETF shares in Q3 2025, an estimated $41K.
LGT Financial Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and held it in 10 quarters.
LGT Financial Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $42.1K in Q1 2025.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.