AmeriFlex Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

AmeriFlex Group’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	$5.87K	Hold	52	–	–	﹤0.01%	1007
2026 Q1	$5.25K	Hold	52	–	–	﹤0.01%	830
2025 Q4	$5.11K	Sell	52 -52	-50%	-$5.18K	﹤0.01%	849
2025 Q3	$10.4K	Buy	104 +52	+100%	+$5.11K	﹤0.01%	773
2025 Q2	$4.98K	Hold	52	–	–	﹤0.01%	832
2025 Q1	$5.15K	Buy	+52	New	+$5.19K	﹤0.01%	983

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

AmeriFlex Group's RWR Position: Q2 2026 in Review

AmeriFlex Group held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 52 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

AmeriFlex Group first reported a position in RWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.4K in Q3 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

AmeriFlex Group held 52 shares of State Street SPDR Dow Jones REIT ETF worth $5.87K as of Q2 2026.
AmeriFlex Group 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 AmeriFlex Group's portfolio in Q2 2026, its #1007 holding.
AmeriFlex Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2025 and has held it in 6 quarters since.
AmeriFlex Group's State Street SPDR Dow Jones REIT ETF position peaked at $10.4K in Q3 2025.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.