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Marshall Financial Group (Pennsylvania)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Marshall Financial Group (Pennsylvania)’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
-2,136
Closed -$206K – 55
2025
Q2 		$206K Hold
2,136
– – 0.06% 52
2025
Q1 		$212K Sell
2,136
-393
-16% -$39.2K 0.07% 52
2024
Q4 		$250K Buy
2,529
+4
+0.2% +$416 0.08% 49
2024
Q3 		$269K Buy
2,525
+3
+0.1% +$304 0.08% 49
2024
Q2 		$235K Buy
2,522
+3
+0.1% +$272 0.08% 52
2024
Q1 		$237K Buy
2,519
+2
+0.1% +$186 0.08% 51
2023
Q4 		$240K Buy
2,517
+4
+0.2% +$344 0.09% 48
2023
Q3 		$208K Buy
2,513
+3
+0.1% +$270 0.08% 46
2023
Q2 		$227K Buy
2,510
+3
+0.1% +$265 0.09% 46
2023
Q1 		$223K Sell
2,507
-101
-4% -$9.23K 0.09% 48
2022
Q4 		$227K Sell
2,608
-248
-9% -$21.7K 0.1% 48
2022
Q3 		$241K Sell
2,856
-38
-1% -$3.71K 0.11% 48
2022
Q2 		$275K Sell
2,894
-25
-0.9% -$2.65K 0.12% 47
2022
Q1 		$343K Buy
2,919
+9
+0.3% +$1.02K 0.14% 45
2021
Q4 		$355K Buy
2,910
+218
+8% +$25.1K 0.14% 45
2021
Q3 		$284K Buy
2,692
+15
+0.6% +$1.64K 0.12% 51
2021
Q2 		$281K Hold
2,677
– – 0.12% 52
2021
Q1 		$253K Hold
2,677
– – 0.11% 53
2020
Q4 		$232K Hold
2,677
– – 0.11% 54
2020
Q3 		$209K Hold
2,677
– – 0.12% 50
2020
Q2 		$209K Buy
+2,677
New +$205K 0.14% 48
2020
Q1 		– Sell
-2,729
Closed -$278K – 50
2019
Q4 		$278K Hold
2,729
– – 0.19% 45
2019
Q3 		$285K Hold
2,729
– – 0.22% 42
2019
Q2 		$270K Hold
2,729
– – 0.21% 43
2019
Q1 		$270K Hold
2,729
– – 0.22% 42
2018
Q4 		$235K Buy
+2,729
New +$249K 0.22% 44

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

Marshall Financial Group (Pennsylvania)'s RWR Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2025, closing a stake of 2,136 shares — an estimated $206K sold.

Marshall Financial Group (Pennsylvania) first reported a position in RWR in Q4 2018 and held it in 26 quarters. The position peaked at $355K in Q4 2021. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall Financial Group (Pennsylvania) sold 2,136 State Street SPDR Dow Jones REIT ETF shares in Q3 2025, an estimated $206K.
  • Marshall Financial Group (Pennsylvania) first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 26 quarters.
  • Marshall Financial Group (Pennsylvania)'s State Street SPDR Dow Jones REIT ETF position peaked at $355K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.