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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 $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return