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Wealth Enhancement Advisory Services’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
Wealth Enhancement Advisory Services’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
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
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
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
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
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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