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MIM
MTM Investment Management’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
MTM Investment Management’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
$97.9K
Hold
970
–
–
0.03%
264
2025
Q4
$95.3K
Hold
970
–
–
0.03%
266
2025
Q3
$97.3K
Sell
970
-122
-11%
-$12K
0.03%
269
2025
Q2
$105K
Sell
1,092
-100
-8%
-$9.6K
0.04%
256
2025
Q1
$118K
Sell
1,192
-100
-8%
-$9.98K
0.05%
205
2024
Q4
$128K
Hold
1,292
–
–
0.05%
199
2024
Q3
$135K
Hold
1,292
–
–
0.05%
203
2024
Q2
$120K
Hold
1,292
–
–
0.05%
201
2024
Q1
$122K
Hold
1,292
–
–
0.05%
200
2023
Q4
$123K
Hold
1,292
–
–
0.06%
192
2023
Q3
$107K
Hold
1,292
–
–
0.05%
189
2023
Q2
$117K
Hold
1,292
–
–
0.06%
192
2023
Q1
$115K
Hold
1,292
–
–
0.06%
192
2022
Q4
$113K
Hold
1,292
–
–
0.06%
193
2022
Q3
$109K
Hold
1,292
–
–
0.06%
186
2022
Q2
$125K
Hold
1,292
–
–
0.07%
187
2022
Q1
$152K
Buy
1,292
+1,192
+1,192%
+$136K
0.07%
194
2021
Q4
$12K
Hold
100
–
–
0.01%
260
2021
Q3
$11K
Hold
100
–
–
0.01%
241
2021
Q2
$10K
Hold
100
–
–
0.01%
240
2021
Q1
$9K
Hold
100
–
–
0.01%
235
2020
Q4
$9K
Buy
+100
New
+$8.36K
0.01%
213
Other funds holding RWR
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$757B AUM
28.64%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
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
New York
$121B AUM
33.93%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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