Strategic Financial Partners’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	$538K	Sell	5,327 -449	-8%	-$46.3K	0.23%	51
2025 Q4	$567K	Sell	5,776 -104	-2%	-$10.4K	0.25%	48
2025 Q3	$590K	Buy	5,880 +317	+6%	+$31.1K	0.27%	47
2025 Q2	$537K	Sell	5,563 -27	-0.5%	-$2.59K	0.25%	48
2025 Q1	$554K	Buy	5,590 +77	+1%	+$7.69K	0.29%	47
2024 Q4	$545K	Sell	5,513 -2	-0%	-$208	0.28%	47
2024 Q3	$589K	Buy	5,515 +85	+2%	+$8.6K	0.3%	45
2024 Q2	$506K	Sell	5,430 -1,189	-18%	-$108K	0.28%	45
2024 Q1	$624K	Buy	6,619 +127	+2%	+$11.8K	0.35%	44
2023 Q4	$619K	Sell	6,492 -26	-0.4%	-$2.23K	0.36%	38
2023 Q3	$541K	Buy	6,518 +22	+0.3%	+$1.98K	0.33%	42
2023 Q2	$588K	Sell	6,496 -35	-0.5%	-$3.09K	0.33%	40
2023 Q1	$580K	Buy	6,531 +118	+2%	+$10.8K	0.36%	40
2022 Q4	$559K	Hold	6,413	–	–	0.34%	38
2022 Q3	$540K	Sell	6,413 -225	-3%	-$21.9K	0.34%	33
2022 Q2	$631K	Sell	6,638 -20	-0.3%	-$2.12K	0.37%	35
2022 Q1	$781K	Sell	6,658 -422	-6%	-$48.1K	0.4%	33
2021 Q4	$865K	Sell	7,080 -162	-2%	-$18.7K	0.42%	33
2021 Q3	$764K	Buy	7,242 +720	+11%	+$78.9K	0.41%	34
2021 Q2	$684K	Buy	6,522 +106	+2%	+$10.9K	0.38%	34
2021 Q1	$607K	Sell	6,416 -1,647	-20%	-$149K	0.36%	37
2020 Q4	$699K	Sell	8,063 -37	-0.5%	-$3.09K	0.46%	32
2020 Q3	$632K	Buy	8,100 +1,779	+28%	+$142K	0.49%	31
2020 Q2	$493K	Buy	6,321 +26	+0.4%	+$1.99K	0.41%	34
2020 Q1	$455K	Buy	6,295 +899	+17%	+$85.1K	0.48%	36
2019 Q4	$551K	Buy	+5,396	New	+$558K	0.45%	45