Outlook Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Outlook Wealth Advisors’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	-4,044	Closed	-$390K	–	321
2025 Q2	$390K	Buy	+4,044	New	+$388K	0.1%	186
2019 Q1	–	Sell	-1,271	Closed	-$1.09M	–	177
2018 Q4	$1.09M	Buy	+1,271	New	+$116K	0.5%	49

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Outlook Wealth Advisors's RWR Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2025, closing a stake of 4,044 shares — an estimated $390K sold.

Outlook Wealth Advisors first reported a position in RWR in Q4 2018 and held it in 2 quarters. The position peaked at $1.09M in Q4 2018. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

Outlook Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2025 after selling out during the quarter.
Outlook Wealth Advisors sold 4,044 State Street SPDR Dow Jones REIT ETF shares in Q3 2025, an estimated $390K.
Outlook Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 2 quarters.
Outlook Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $1.09M in Q4 2018.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on Outlook Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.