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Tempus Wealth Planning’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Tempus Wealth Planning’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
Q4 		– Sell
-2,574
Closed -$258K – 293
2025
Q3 		$258K Sell
2,574
-620
-19% -$60.9K 0.06% 245
2025
Q2 		$308K Sell
3,194
-125
-4% -$12K 0.08% 209
2025
Q1 		$329K Buy
3,319
+2
+0.1% +$200 0.1% 194
2024
Q4 		$328K Sell
3,317
-24
-0.7% -$2.5K 0.1% 180
2024
Q3 		$357K Buy
+3,341
New +$338K 0.13% 156

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tempus Wealth Planning's RWR Position: Q4 2025 in Review

Tempus Wealth Planning sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2025, closing a stake of 2,574 shares — an estimated $258K sold.

Tempus Wealth Planning first reported a position in RWR in Q3 2024 and held it in 5 quarters. The position peaked at $357K in Q3 2024. 251 funds tracked by Wall St. Rank hold RWR as of Q4 2025.

  • Tempus Wealth Planning reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 2,574 State Street SPDR Dow Jones REIT ETF shares in Q4 2025, an estimated $258K.
  • Tempus Wealth Planning first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2024 and held it in 5 quarters.
  • Tempus Wealth Planning's State Street SPDR Dow Jones REIT ETF position peaked at $357K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2025.

Based on Tempus Wealth Planning's 13F filing for Q4 2025, filed 16 Jan 2026.