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

Lion Street 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 		$705K Buy
6,180
+77
+1% +$7.56K 0.24% 85
2025
Q2 		$589K Hold
6,103
– – 0.18% 124
2025
Q1 		$605K Buy
6,103
+2,001
+49% +$200K 0.19% 112
2024
Q4 		$406K Sell
4,102
-1,598
-28% -$166K 0.13% 160
2024
Q3 		$608K Buy
+5,700
New +$577K 0.21% 109
2023
Q4 		– Sell
-2,838
Closed -$235K – 266
2023
Q3 		$235K Sell
2,838
-3,342
-54% -$300K 0.08% 217
2023
Q2 		$705K Buy
+6,180
New +$545K 0.24% 86

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return