Red Lighthouse Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Red Lighthouse 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
2025 Q2	–	Sell	-41	Closed	-$3.86K	–	117
2025 Q1	$3.86K	Buy	+41	New	+$4.09K	﹤0.01%	105
2024 Q2	–	Sell	-41	Closed	-$3.86K	–	106
2024 Q1	$3.86K	Hold	41	–	–	﹤0.01%	102
2023 Q4	$3.91K	Hold	41	–	–	﹤0.01%	98
2023 Q3	$3.4K	Hold	41	–	–	﹤0.01%	94
2023 Q2	$3.71K	Hold	41	–	–	﹤0.01%	95
2023 Q1	$3.64K	Hold	41	–	–	﹤0.01%	95
2022 Q4	$3.57K	Buy	+41	New	+$3.59K	﹤0.01%	96

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Red Lighthouse Investment Management's RWR Position: Q2 2025 in Review

Red Lighthouse Investment Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 41 shares — an estimated $3.86K sold.

Red Lighthouse Investment Management first reported a position in RWR in Q4 2022 and held it in 7 quarters. The position peaked at $3.91K in Q4 2023. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.

Red Lighthouse Investment Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
Red Lighthouse Investment Management sold 41 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $3.86K.
Red Lighthouse Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and held it in 7 quarters.
Red Lighthouse Investment Management's State Street SPDR Dow Jones REIT ETF position peaked at $3.91K in Q4 2023.
254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.