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

AE 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
Q1 		$8.36K Sell
83
-163
-66% -$16.8K ﹤0.01% 2301
2025
Q4 		$24.1K Sell
246
-507
-67% -$50.5K ﹤0.01% 1997
2025
Q3 		$75.6K Sell
753
-9,701
-93% -$952K ﹤0.01% 1637
2025
Q2 		$1.01M Buy
10,454
+10,221
+4,387% +$981K 0.01% 720
2025
Q1 		$23.1K Sell
233
-138
-37% -$13.8K ﹤0.01% 1713
2024
Q4 		$36.6K Buy
+371
New +$38.6K ﹤0.01% 1614
2020
Q3 		– Sell
-3,530
Closed -$275K – 1363
2020
Q2 		$275K Sell
3,530
-2,837
-45% -$217K ﹤0.01% 1051
2020
Q1 		$460K Sell
6,367
-466
-7% -$44.1K 0.01% 714
2019
Q4 		$697K Buy
6,833
+4,001
+141% +$414K 0.02% 627
2019
Q3 		$296K Sell
2,832
-510
-15% -$52K 0.01% 789
2019
Q2 		$330K Buy
3,342
+1,020
+44% +$101K 0.01% 720
2019
Q1 		$230K Sell
2,322
-2,227
-49% -$211K 0.02% 558
2018
Q4 		$391K Buy
4,549
+355
+8% +$32.5K 0.07% 293
2018
Q3 		$391K Buy
+4,194
New +$398K 0.02% 383
2017
Q3 		– Sell
-3,468
Closed -$322K – 411
2017
Q2 		$322K Buy
+3,468
New +$322K 0.04% 285

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's RWR Position: Q1 2026 in Review

AE Wealth Management reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 66% in Q1 2026, selling an estimated $16.8K and leaving 83 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

AE Wealth Management first reported a position in RWR in Q2 2017 and has held it in 15 quarters since. The position peaked at $1.01M in Q2 2025. 257 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

  • AE Wealth Management held 83 shares of State Street SPDR Dow Jones REIT ETF worth $8.36K as of Q1 2026.
  • AE Wealth Management sold 163 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $16.8K.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2301 holding.
  • AE Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2017 and has held it in 15 quarters since.
  • AE Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $1.01M in Q2 2025.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.