Mercer Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.79M | Sell |
27,604
-61
| -0.2% | -$6.29K | ﹤0.01% | 1033 |
|
|
2025
Q4 | $2.72M | Buy |
27,665
+279
| +1% | +$27.8K | ﹤0.01% | 969 |
|
|
2025
Q3 | $2.75M | Sell |
27,386
-486
| -2% | -$47.7K | ﹤0.01% | 907 |
|
|
2025
Q2 | $2.69M | Sell |
27,872
-11,218
| -29% | -$1.08M | 0.01% | 769 |
|
|
2025
Q1 | $3.87M | Buy |
39,090
+9,408
| +32% | +$939K | 0.01% | 617 |
|
|
2024
Q4 | $2.93M | Buy |
29,682
+387
| +1% | +$40.3K | 0.01% | 705 |
|
|
2024
Q3 | $3.12M | Buy |
29,295
+319
| +1% | +$32.3K | 0.01% | 622 |
|
|
2024
Q2 | $340K | Buy |
28,976
+25,459
| +724% | +$2.31M | ﹤0.01% | 1513 |
|
|
2024
Q1 | $331K | Buy |
3,517
+83
| +2% | +$7.72K | ﹤0.01% | 1508 |
|
|
2023
Q4 | $327K | Sell |
3,434
-307
| -8% | -$26.4K | ﹤0.01% | 1556 |
|
|
2023
Q3 | $310K | Sell |
3,741
-95
| -2% | -$8.54K | ﹤0.01% | 1517 |
|
|
2023
Q2 | $347K | Buy |
3,836
+310
| +9% | +$27.4K | ﹤0.01% | 1421 |
|
|
2023
Q1 | $313K | Sell |
3,526
-1,441
| -29% | -$132K | ﹤0.01% | 1484 |
|
|
2022
Q4 | $433K | Buy |
4,967
+1,710
| +53% | +$150K | ﹤0.01% | 1278 |
|
|
2022
Q3 | $274K | Buy |
3,257
+280
| +9% | +$27.3K | ﹤0.01% | 1469 |
|
|
2022
Q2 | $283K | Buy |
2,977
+260
| +10% | +$27.5K | ﹤0.01% | 1450 |
|
|
2022
Q1 | $319K | Buy |
2,717
+43
| +2% | +$4.9K | ﹤0.01% | 1475 |
|
|
2021
Q4 | $327K | Buy |
2,674
+15
| +0.6% | +$1.73K | ﹤0.01% | 1421 |
|
|
2021
Q3 | $280K | Buy |
2,659
+61
| +2% | +$6.69K | ﹤0.01% | 1456 |
|
|
2021
Q2 | $273K | Buy |
2,598
+48
| +2% | +$4.92K | ﹤0.01% | 1425 |
|
|
2021
Q1 | $241K | Buy |
+2,550
| New | +$231K | ﹤0.01% | 1407 |
|
|
2019
Q4 | – | Sell |
-1,985
| Closed | -$207K | – | 1199 |
|
|
2019
Q3 | $207K | Buy |
+1,985
| New | +$202K | ﹤0.01% | 1023 |
|
Other funds holding RWR
MSA
