RTD Financial Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

RTD Financial 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 Q1	–	Sell	-3,406	Closed	-$337K	–	120
2024 Q4	$337K	Sell	3,406 -7,351	-68%	-$765K	0.04%	99
2024 Q3	$1.15M	Sell	10,757 -13,889	-56%	-$1.41M	0.15%	62
2024 Q2	$2.29M	Sell	24,646 -494	-2%	-$44.8K	0.31%	47
2024 Q1	$2.37M	Sell	25,140 -164	-0.6%	-$15.3K	0.32%	46
2023 Q4	$2.41M	Sell	25,304 -7,684	-23%	-$661K	0.34%	45
2023 Q3	$2.74M	Sell	32,988 -44	-0.1%	-$3.95K	0.42%	43
2023 Q2	$2.99M	Sell	33,032 -4	-0%	-$353	0.43%	42
2023 Q1	$2.93M	Buy	33,036 +2,444	+8%	+$223K	0.45%	41
2022 Q4	$2.67M	Sell	30,592 -2,148	-7%	-$188K	0.43%	42
2022 Q3	$2.76M	Sell	32,740 -7,300	-18%	-$712K	0.51%	40
2022 Q2	$3.81M	Buy	40,040 +11,435	+40%	+$1.21M	0.58%	42
2022 Q1	$3.36M	Sell	28,605 -1,241	-4%	-$141K	0.45%	41
2021 Q4	$3.65M	Buy	+29,846	New	+$3.44M	0.48%	43

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RTD Financial Advisors's RWR Position: Q1 2025 in Review

RTD Financial Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2025, closing a stake of 3,406 shares — an estimated $337K sold.

RTD Financial Advisors first reported a position in RWR in Q4 2021 and held it in 13 quarters. The position peaked at $3.81M in Q2 2022. 250 funds tracked by Wall St. Rank hold RWR as of Q1 2025.

RTD Financial Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2025 after selling out during the quarter.
RTD Financial Advisors sold 3,406 State Street SPDR Dow Jones REIT ETF shares in Q1 2025, an estimated $337K.
RTD Financial Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and held it in 13 quarters.
RTD Financial Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $3.81M in Q2 2022.
250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2025.

Based on RTD Financial Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.