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Stratos Wealth Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-2,927
Closed -$290K – 1472
2025
Q1 		$290K Sell
2,927
-71,027
-96% -$7.09M ﹤0.01% 1113
2024
Q4 		$7.31M Sell
73,954
-6,219
-8% -$648K 0.1% 201
2024
Q3 		$8.56M Buy
80,173
+1,845
+2% +$187K 0.12% 169
2024
Q2 		$7.29M Buy
78,328
+9,796
+14% +$889K 0.12% 179
2024
Q1 		$6.46M Buy
68,532
+65,615
+2,249% +$6.1M 0.11% 203
2023
Q4 		$278K Buy
+2,917
New +$251K 0.01% 1118
2018
Q4 		– Sell
-362
Closed -$34K – 2166
2018
Q3 		$34K Buy
+362
New +$34.3K ﹤0.01% 1636
2018
Q2 		– Sell
-297
Closed -$26K – 2249
2018
Q1 		$26K Buy
297
+264
+800% +$22.9K ﹤0.01% 1907
2017
Q4 		$3K Buy
+33
New +$3.09K ﹤0.01% 2538

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Stratos Wealth Partners's RWR Position: Q2 2025 in Review

Stratos Wealth Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 2,927 shares — an estimated $290K sold.

Stratos Wealth Partners first reported a position in RWR in Q4 2017 and held it in 9 quarters. The position peaked at $8.56M in Q3 2024. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.

  • Stratos Wealth Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,927 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $290K.
  • Stratos Wealth Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 9 quarters.
  • Stratos Wealth Partners's State Street SPDR Dow Jones REIT ETF position peaked at $8.56M in Q3 2024.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.

Based on Stratos Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.