Savant Capital’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Buy	10,427 +363	+4%	+$37.4K	0.01%	615
2025 Q4	$989K	Sell	10,064 -487	-5%	-$48.5K	0.01%	585
2025 Q3	$1.06M	Sell	10,551 -16	-0.2%	-$1.57K	0.01%	552
2025 Q2	$1.02M	Buy	10,567 +335	+3%	+$32.2K	0.01%	516
2025 Q1	$1.01M	Sell	10,232 -152	-1%	-$15.2K	0.01%	473
2024 Q4	$1.03M	Sell	10,384 -268	-3%	-$27.9K	0.01%	643
2024 Q3	$1.14M	Buy	10,652 +276	+3%	+$27.9K	0.01%	596
2024 Q2	$966K	Sell	10,376 -78	-0.7%	-$7.08K	0.01%	600
2024 Q1	$985K	Buy	10,454 +196	+2%	+$18.2K	0.01%	546
2023 Q4	$978K	Sell	10,258 -81	-0.8%	-$6.96K	0.01%	418
2023 Q3	$858K	Sell	10,339 -28	-0.3%	-$2.52K	0.01%	420
2023 Q2	$938K	Buy	10,367 +105	+1%	+$9.27K	0.01%	396
2023 Q1	$911K	Buy	10,262 +7,560	+280%	+$691K	0.02%	347
2022 Q4	$235K	Sell	2,702 -90	-3%	-$7.88K	0.01%	521
2022 Q3	$235K	Sell	2,792 -162	-5%	-$15.8K	0.01%	477
2022 Q2	$281K	Sell	2,954 -107	-3%	-$11.3K	0.01%	445
2022 Q1	$359K	Hold	3,061	–	–	0.01%	418
2021 Q4	$374K	Hold	3,061	–	–	0.01%	409
2021 Q3	$323K	Sell	3,061 -83	-3%	-$9.1K	0.01%	404
2021 Q2	$330K	Sell	3,144 -14	-0.4%	-$1.43K	0.01%	390
2021 Q1	$299K	Sell	3,158 -138	-4%	-$12.5K	0.02%	379
2020 Q4	$286K	Sell	3,296 -1,233	-27%	-$103K	0.02%	358
2020 Q3	$353K	Sell	4,529 -60	-1%	-$4.77K	0.02%	304
2020 Q2	$358K	Buy	4,589 +56	+1%	+$4.29K	0.03%	299
2020 Q1	$327K	Sell	4,533 -4	-0.1%	-$379	0.03%	277
2019 Q4	$463K	Sell	4,537 -8	-0.2%	-$828	0.06%	217
2019 Q3	$475K	Hold	4,545	–	–	0.07%	195
2019 Q2	$449K	Buy	+4,545	New	+$451K	0.06%	201