BWP
RWR icon

Balboa Wealth Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Balboa Wealth 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
2025
Q3 		– Sell
-3,608
Closed -$348K – 427
2025
Q2 		$348K Buy
+3,608
New +$346K 0.07% 223

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Balboa Wealth Partners's RWR Position: Q3 2025 in Review

Balboa Wealth Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2025, closing a stake of 3,608 shares — an estimated $348K sold.

Balboa Wealth Partners first reported a position in RWR in Q2 2025 and held it in 1 quarter. The position peaked at $348K in Q2 2025. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

  • Balboa Wealth Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 3,608 State Street SPDR Dow Jones REIT ETF shares in Q3 2025, an estimated $348K.
  • Balboa Wealth Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2025 and held it in 1 quarter.
  • Balboa Wealth Partners's State Street SPDR Dow Jones REIT ETF position peaked at $348K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on Balboa Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.