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SWM
Spire Wealth Management’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
Spire Wealth 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
$25.4K
Hold
252
–
–
﹤0.01%
1350
2025
Q4
$24.8K
Hold
252
–
–
﹤0.01%
1406
2025
Q3
$25.3K
Hold
252
–
–
﹤0.01%
1455
2025
Q2
$24.3K
Hold
252
–
–
﹤0.01%
1445
2025
Q1
$25K
Hold
252
–
–
﹤0.01%
1529
2024
Q4
$24.9K
Hold
252
–
–
﹤0.01%
1546
2024
Q3
$26.9K
Hold
252
–
–
﹤0.01%
1343
2024
Q2
$23.5K
Hold
252
–
–
﹤0.01%
1386
2024
Q1
$23.8K
Hold
252
–
–
﹤0.01%
1457
2023
Q4
$23.5K
Hold
252
–
–
﹤0.01%
1477
2023
Q3
$20.9K
Hold
252
–
–
﹤0.01%
1486
2023
Q2
$22.8K
Hold
252
–
–
﹤0.01%
1545
2023
Q1
$22.4K
Hold
252
–
–
﹤0.01%
1577
2022
Q4
$22K
Hold
252
–
–
﹤0.01%
1338
2022
Q3
$21K
Hold
252
–
–
﹤0.01%
1319
2022
Q2
$24K
Sell
252
-94
-27%
-$9.94K
﹤0.01%
1599
2022
Q1
$41K
Hold
346
–
–
﹤0.01%
1521
2021
Q4
$42K
Hold
346
–
–
﹤0.01%
1809
2021
Q3
$36K
Hold
346
–
–
﹤0.01%
1611
2021
Q2
$36K
Hold
346
–
–
﹤0.01%
1633
2021
Q1
$33K
Buy
+346
New
+$31.3K
﹤0.01%
1937
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1-Year Est. Return
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$654B AUM
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1-Year Est. Return
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$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Millennium Management
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$134B AUM
35.51%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MSA
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Milwaukee, Wisconsin
$1.02B AUM
8.35%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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