SPDR DJ Wilshire REIT shares owned by Marshall Financial Group
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $206k | 2.1k | 96.45 |
| 2025-03-31 | $212k | 2.1k | 99.13 |
| 2024-12-31 | $250k | 2.5k | 98.87 |
| 2024-09-30 | $270k | 2.5k | 106.72 |
| 2024-06-30 | $235k | 2.5k | 93.11 |
| 2024-03-31 | $237k | 2.5k | 94.26 |
| 2023-12-31 | $240k | 2.5k | 95.33 |
| 2023-09-30 | $209k | 2.5k | 82.95 |
| 2023-06-30 | $227k | 2.5k | 90.45 |
| 2023-03-31 | $223k | 2.5k | 88.79 |
| 2022-12-31 | $227k | 2.6k | 87.15 |
| 2022-09-30 | $241k | 2.9k | 84.38 |
| 2022-06-30 | $275k | 2.9k | 95.02 |
| 2022-03-31 | $343k | 2.9k | 117.51 |
| 2021-12-31 | $355k | 2.9k | 121.99 |
| 2021-09-30 | $284k | 2.7k | 105.50 |
| 2021-06-30 | $281k | 2.7k | 104.97 |
| 2021-03-31 | $253k | 2.7k | 94.51 |
| 2020-12-31 | $232k | 2.7k | 86.66 |
| 2020-09-30 | $209k | 2.7k | 78.07 |
| 2020-06-30 | $209k | 2.7k | 78.07 |
| 2019-12-31 | $278k | 2.7k | 101.87 |
| 2019-09-30 | $285k | 2.7k | 104.43 |
| 2019-06-30 | $270k | 2.7k | 98.94 |
| 2019-03-31 | $270k | 2.7k | 98.94 |
| 2018-12-31 | $235k | 2.7k | 86.11 |