Lido Advisors
RWR icon

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

Lido 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
2026
Q1 		$654K Sell
6,480
-1,259
-16% -$130K ﹤0.01% 1161
2025
Q4 		$776K Buy
7,739
+34
+0.4% +$3.39K ﹤0.01% 1114
2025
Q3 		$773K Sell
7,705
-3,085
-29% -$303K ﹤0.01% 1061
2025
Q2 		$1.04M Buy
10,790
+4,361
+68% +$419K 0.01% 833
2025
Q1 		$637K Hold
6,429
– – ﹤0.01% 939
2024
Q4 		$636K Buy
6,429
+1
+0% +$104 ﹤0.01% 930
2024
Q3 		$686K Buy
6,428
+1
+0% +$101 0.01% 841
2024
Q2 		$598K Sell
6,427
-45
-0.7% -$4.08K ﹤0.01% 869
2024
Q1 		$610K Sell
6,472
-421
-6% -$39.2K 0.01% 838
2023
Q4 		$657K Buy
+6,893
New +$593K 0.01% 762

Other funds holding RWR

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return