VisionPoint Advisory Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-6,592	Closed	-$636K	–	410
2025 Q2	$636K	Buy	+6,592	New	+$633K	0.14%	164
2024 Q1	–	Sell	-1	Closed	-$95	–	853
2023 Q4	$95	Buy	+1	New	+$86	﹤0.01%	703

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VisionPoint Advisory Group's RWR Position: Q3 2025 in Review

VisionPoint Advisory Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2025, closing a stake of 6,592 shares — an estimated $636K sold.

VisionPoint Advisory Group first reported a position in RWR in Q4 2023 and held it in 2 quarters. The position peaked at $636K in Q2 2025. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

VisionPoint Advisory Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 6,592 State Street SPDR Dow Jones REIT ETF shares in Q3 2025, an estimated $636K.
VisionPoint Advisory Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and held it in 2 quarters.
VisionPoint Advisory Group's State Street SPDR Dow Jones REIT ETF position peaked at $636K in Q2 2025.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on VisionPoint Advisory Group's 13F filing for Q3 2025, filed 8 Oct 2025.