West Paces Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

West Paces Advisors’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	-203	Closed	-$19.6K	–	211
2025 Q2	$19.6K	Buy	+203	New	+$19.5K	﹤0.01%	183
2020 Q4	–	Sell	-300	Closed	-$23.4K	–	420
2020 Q3	$23.4K	Hold	300	–	–	0.01%	232
2020 Q2	$23.4K	Hold	300	–	–	0.01%	239
2020 Q1	$21.7K	Sell	300 -375	-56%	-$35.5K	0.01%	236
2019 Q4	$68.9K	Hold	675	–	–	0.04%	170
2019 Q3	$70.6K	Hold	675	–	–	0.04%	156
2019 Q2	$66.7K	Hold	675	–	–	0.04%	156
2019 Q1	$66.8K	Buy	675 +300	+80%	+$28.4K	0.05%	156
2018 Q4	$32.3K	Hold	375	–	–	0.02%	208
2018 Q3	$35K	Hold	375	–	–	0.03%	211
2018 Q2	$35.2K	Hold	375	–	–	0.03%	205
2018 Q1	$32.3K	Sell	375 -2,886	-89%	-$250K	0.02%	206
2017 Q4	$306K	Hold	3,261	–	–	0.23%	84
2017 Q3	$302K	Sell	3,261 -884	-21%	-$82.1K	0.23%	85
2017 Q2	$385K	Hold	4,145	–	–	0.31%	77
2017 Q1	$383K	Sell	4,145 -1,715	-29%	-$160K	0.31%	72
2016 Q4	$547K	Buy	+5,860	New	+$537K	0.51%	47

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

West Paces Advisors's RWR Position: Q3 2025 in Review

West Paces Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2025, closing a stake of 203 shares — an estimated $19.6K sold.

West Paces Advisors first reported a position in RWR in Q4 2016 and held it in 17 quarters. The position peaked at $547K in Q4 2016. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

West Paces Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2025 after selling out during the quarter.
West Paces Advisors sold 203 State Street SPDR Dow Jones REIT ETF shares in Q3 2025, an estimated $19.6K.
West Paces Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2016 and held it in 17 quarters.
West Paces Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $547K in Q4 2016.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on West Paces Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.