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

REAP 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
2025
Q1 		– Sell
-40
Closed -$3.93K – 661
2024
Q4 		$3.93K Sell
40
-17
-30% -$1.77K ﹤0.01% 462
2024
Q3 		$6.11K Hold
57
– – ﹤0.01% 425
2024
Q2 		$5.3K Hold
57
– – ﹤0.01% 406
2024
Q1 		$5.33K Sell
57
-149
-72% -$13.9K ﹤0.01% 438
2023
Q4 		$19.7K Buy
+206
New +$17.7K 0.01% 335

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

REAP Financial Group's RWR Position: Q1 2025 in Review

REAP Financial Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2025, closing a stake of 40 shares — an estimated $3.93K sold.

REAP Financial Group first reported a position in RWR in Q4 2023 and held it in 5 quarters. The position peaked at $19.7K in Q4 2023. 250 funds tracked by Wall St. Rank hold RWR as of Q1 2025.

  • REAP Financial Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2025 after selling out during the quarter.
  • REAP Financial Group sold 40 State Street SPDR Dow Jones REIT ETF shares in Q1 2025, an estimated $3.93K.
  • REAP Financial Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and held it in 5 quarters.
  • REAP Financial Group's State Street SPDR Dow Jones REIT ETF position peaked at $19.7K in Q4 2023.
  • 250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2025.

Based on REAP Financial Group's 13F filing for Q1 2025, filed 14 May 2025.