MFG
RWR icon

Merit Financial Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Merit Financial Group’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
2026
Q1 		$317K Sell
3,142
-263
-8% -$27.1K ﹤0.01% 1621
2025
Q4 		$335K Sell
3,405
-614
-15% -$61.2K ﹤0.01% 1497
2025
Q3 		$403K Buy
4,019
+63
+2% +$6.19K ﹤0.01% 1298
2025
Q2 		$381K Sell
3,956
-2,203
-36% -$211K ﹤0.01% 1223
2025
Q1 		$611K Buy
6,159
+1,976
+47% +$197K 0.01% 847
2024
Q4 		$414K Sell
4,183
-44
-1% -$4.58K 0.01% 787
2024
Q3 		$451K Buy
4,227
+17
+0.4% +$1.72K 0.01% 574
2024
Q2 		$392K Sell
4,210
-321
-7% -$29.1K 0.01% 644
2024
Q1 		$405K Buy
+4,531
New +$421K 0.01% 609

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Wells Fargo
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return