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Marcum Wealth’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Marcum Wealth’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
Q1 		– Sell
-2,252
Closed -$223K – 420
2024
Q4 		$223K Buy
+2,252
New +$234K 0.02% 342
2024
Q1 		– Sell
-3,532
Closed -$337K – 415
2023
Q4 		$337K Buy
+3,532
New +$304K 0.04% 237
2023
Q1 		– Sell
-9,984
Closed -$870K – 415
2022
Q4 		$870K Buy
+9,984
New +$875K 0.12% 103

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marcum Wealth's RWR Position: Q1 2025 in Review

Marcum Wealth sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2025, closing a stake of 2,252 shares — an estimated $223K sold.

Marcum Wealth first reported a position in RWR in Q4 2022 and held it in 3 quarters. The position peaked at $870K in Q4 2022. 250 funds tracked by Wall St. Rank hold RWR as of Q1 2025.

  • Marcum Wealth reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Marcum Wealth sold 2,252 State Street SPDR Dow Jones REIT ETF shares in Q1 2025, an estimated $223K.
  • Marcum Wealth first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and held it in 3 quarters.
  • Marcum Wealth's State Street SPDR Dow Jones REIT ETF position peaked at $870K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.