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 Q2	$307K	Buy	2,721 +2,638	+3,178%	+$289K	﹤0.01%	1472
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 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

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

AE Wealth Management increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 3,178% in Q2 2026, buying an estimated $289K and bringing the position to 2,721 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

AE Wealth Management first reported a position in RWR in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.01M in Q2 2025. 288 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

AE Wealth Management held 2,721 shares of State Street SPDR Dow Jones REIT ETF worth $307K as of Q2 2026.
AE Wealth Management bought 2,638 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $289K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1472 holding.
AE Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2017 and has held it in 16 quarters since.
AE Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $1.01M in Q2 2025.
288 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.