Mather Group’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
2026 Q1	$7.88K	Buy	+78	New	+$8.04K	﹤0.01%	1508
2025 Q4	–	Sell	-78	Closed	-$7.82K	–	1453
2025 Q3	$7.82K	Buy	+78	New	+$7.66K	﹤0.01%	1310
2025 Q2	–	Sell	-78	Closed	-$7.73K	–	1500
2025 Q1	$7.73K	Hold	78	–	–	﹤0.01%	1311
2024 Q4	$7.71K	Hold	78	–	–	﹤0.01%	1303
2024 Q3	$8.32K	Sell	78 -100	-56%	-$10.1K	﹤0.01%	1209
2024 Q2	$16.8K	Buy	+178	New	+$16.1K	﹤0.01%	1298
2023 Q3	–	Sell	-78	Closed	-$7.05K	–	611
2023 Q2	$7.05K	Buy	+78	New	+$6.88K	﹤0.01%	599
2020 Q2	–	Sell	-3,370	Closed	-$243K	–	221
2020 Q1	$243K	Buy	+3,370	New	+$319K	0.02%	123