Wealth Enhancement Advisory Services’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
$417K Sell
4,059
-7,855
-66% -$810K ﹤0.01% 2477
2025
Q4
$1.18M Buy
11,914
+5,357
+82% +$534K ﹤0.01% 1831
2025
Q3
$650K Buy
6,557
+318
+5% +$31.2K ﹤0.01% 2145
2025
Q2
$609K Buy
6,239
+451
+8% +$43.3K ﹤0.01% 2081
2025
Q1
$574K Sell
5,788
-587
-9% -$58.6K ﹤0.01% 1955
2024
Q4
$630K Buy
6,375
+882
+16% +$91.8K ﹤0.01% 1821
2024
Q3
$586K Sell
5,493
-759
-12% -$76.8K ﹤0.01% 1721
2024
Q2
$582K Buy
6,252
+1,056
+20% +$95.8K ﹤0.01% 1557
2024
Q1
$490K Sell
5,196
-2,370
-31% -$220K ﹤0.01% 1600
2023
Q4
$721K Sell
7,566
-1,603
-17% -$138K ﹤0.01% 1303
2023
Q3
$760K Buy
9,169
+3,331
+57% +$299K ﹤0.01% 1215
2023
Q2
$528K Sell
5,838
-17,470
-75% -$1.54M 0.01% 347
2023
Q1
$2.07M Buy
23,308
+986
+4% +$90.1K 0.02% 215
2022
Q4
$2.11M Sell
22,322
-2,294
-9% -$201K 0.03% 172
2022
Q3
$2M Buy
24,616
+266
+1% +$25.9K 0.03% 171
2022
Q2
$2.33M Buy
24,350
+1,645
+7% +$174K 0.03% 195
2022
Q1
$2.69M Sell
22,705
-45
-0.2% -$5.13K 0.04% 175
2021
Q4
$2.58M Sell
22,750
-508
-2% -$58.5K 0.04% 155
2021
Q3
$2.66M Buy
23,258
+15,452
+198% +$1.69M 0.04% 135
2021
Q2
$853K Buy
+7,806
New +$800K 0.01% 210

Other funds holding RWR