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

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

Lion Street Advisors's RWR Position: Q3 2025 in Review

Lion Street Advisors increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 1.3% in Q3 2025, buying an estimated $7.56K and bringing the position to 6,180 shares worth $705K. The position accounts for 0.24% of the portfolio, ranked #85.

Lion Street Advisors first reported a position in RWR in Q2 2023 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

  • Lion Street Advisors held 6,180 shares of State Street SPDR Dow Jones REIT ETF worth $705K as of Q3 2025.
  • Lion Street Advisors bought 77 State Street SPDR Dow Jones REIT ETF shares in Q3 2025, an estimated $7.56K.
  • State Street SPDR Dow Jones REIT ETF made up 0.24% of Lion Street Advisors's portfolio in Q3 2025, its #85 holding.
  • Lion Street Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2023 and has held it in 7 quarters since.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.