Autumn Glory Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Autumn Glory Partners’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	$481K	Buy	+4,255	New	+$466K	0.14%	134
2026 Q1	–	Sell	-4,200	Closed	-$413K	–	222
2025 Q4	$413K	Hold	4,200	–	–	0.14%	141
2025 Q3	$421K	Buy	+4,200	New	+$412K	0.17%	125
2024 Q4	–	Sell	-5,850	Closed	-$624K	–	204
2024 Q3	$624K	Buy	5,850 +2,925	+100%	+$296K	0.24%	108
2024 Q2	$272K	Buy	2,925 +285	+11%	+$25.9K	0.14%	141
2024 Q1	$249K	Hold	2,640	–	–	0.12%	144
2023 Q4	$249K	Buy	+2,640	New	+$227K	0.14%	138
2022 Q1	–	Sell	-1,900	Closed	-$232K	–	210
2021 Q4	$232K	Buy	+1,900	New	+$219K	0.1%	188

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

Autumn Glory Partners's RWR Position: Q2 2026 in Review

Autumn Glory Partners opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 4,255 shares worth $481K. The stake represents 0.14% of the portfolio and ranks #134 among its holdings. This is a return to the name: Autumn Glory Partners previously reported a position in RWR as recently as Q4 2025.

Autumn Glory Partners first reported a position in RWR in Q4 2021 and has held it in 8 quarters since. The position peaked at $624K in Q3 2024. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Autumn Glory Partners held 4,255 shares of State Street SPDR Dow Jones REIT ETF worth $481K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Autumn Glory Partners position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.14% of Autumn Glory Partners's portfolio in Q2 2026, its #134 holding.
Autumn Glory Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and has held it in 8 quarters since.
Autumn Glory Partners's State Street SPDR Dow Jones REIT ETF position peaked at $624K in Q3 2024.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.