SAM
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Smartleaf Asset Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Smartleaf Asset 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
2026
Q1 		$78.3K Buy
786
+18
+2% +$1.85K ﹤0.01% 1235
2025
Q4 		$76K Buy
768
+723
+1,607% +$72K ﹤0.01% 1343
2025
Q3 		$4.48K Sell
45
-142
-76% -$13.9K ﹤0.01% 2406
2025
Q2 		$17.9K Buy
187
+166
+790% +$15.9K ﹤0.01% 1598
2025
Q1 		$2.06K Sell
21
-56
-73% -$5.59K ﹤0.01% 2468
2024
Q4 		$7.6K Buy
77
+74
+2,467% +$7.71K ﹤0.01% 2096
2024
Q3 		$317 Sell
3
-2
-40% -$202 ﹤0.01% 2840
2024
Q2 		$460 Buy
5
+2
+67% +$181 ﹤0.01% 2562
2024
Q1 		$280 Hold
3
– – ﹤0.01% 1806
2023
Q4 		$289 Buy
+3
New +$258 ﹤0.01% 1090

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LPL Financial
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Wells Fargo
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return