Aberdeen Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Aberdeen Wealth Management’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 Q2	$11.9K	Hold	105	–	–	0.01%	330
2026 Q1	$10.6K	Hold	105	–	–	﹤0.01%	175
2025 Q4	$10.3K	Hold	105	–	–	﹤0.01%	172
2025 Q3	$10.5K	Hold	105	–	–	0.01%	160
2025 Q2	$10.1K	Hold	105	–	–	0.01%	159
2025 Q1	$10.4K	Hold	105	–	–	0.01%	154
2024 Q4	$10.4K	Hold	105	–	–	0.01%	160
2024 Q3	$11.2K	Hold	105	–	–	0.01%	163
2024 Q2	$9.78K	Hold	105	–	–	0.01%	165
2024 Q1	$9.9K	Hold	105	–	–	0.01%	169
2023 Q4	$10K	Buy	+105	New	+$9.03K	0.01%	158
2023 Q3	–	Sell	-105	Closed	-$9.5K	–	162
2023 Q2	$9.5K	Buy	+105	New	+$9.27K	0.01%	156
2023 Q1	–	Sell	-105	Closed	-$9.15K	–	172
2022 Q4	$9.15K	Hold	105	–	–	0.01%	161
2022 Q3	$9K	Hold	105	–	–	0.01%	154
2022 Q2	$10K	Hold	105	–	–	0.01%	157
2022 Q1	$12K	Hold	105	–	–	0.01%	161
2021 Q4	$13K	Buy	+105	New	+$12.1K	0.01%	154
2021 Q2	–	Sell	-105	Closed	-$10K	–	145
2021 Q1	$10K	Hold	105	–	–	0.01%	143
2020 Q4	$9K	Hold	105	–	–	0.01%	151
2020 Q3	$8K	Buy	+105	New	+$8.35K	0.01%	130
2020 Q1	–	Sell	-105	Closed	-$11K	–	137
2019 Q4	$11K	Buy	+105	New	+$10.9K	0.01%	149

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

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

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aberdeen Wealth Management's RWR Position: Q2 2026 in Review

Aberdeen Wealth Management held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 105 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #330.

Aberdeen Wealth Management first reported a position in RWR in Q4 2019 and has held it in 21 quarters since. The position peaked at $13K in Q4 2021. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Aberdeen Wealth Management held 105 shares of State Street SPDR Dow Jones REIT ETF worth $11.9K as of Q2 2026.
Aberdeen Wealth Management left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Aberdeen Wealth Management's portfolio in Q2 2026, its #330 holding.
Aberdeen Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and has held it in 21 quarters since.
Aberdeen Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $13K in Q4 2021.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.