Beacon Investment Advisory Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Beacon Investment Advisory Services’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	$16.9K	Hold	150	–	–	﹤0.01%	567
2026 Q1	$15.1K	Buy	+150	New	+$15.5K	﹤0.01%	590

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

Beacon Investment Advisory Services's RWR Position: Q2 2026 in Review

Beacon Investment Advisory Services held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 150 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Beacon Investment Advisory Services first reported a position in RWR in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Beacon Investment Advisory Services held 150 shares of State Street SPDR Dow Jones REIT ETF worth $16.9K as of Q2 2026.
Beacon Investment Advisory Services 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 Beacon Investment Advisory Services's portfolio in Q2 2026, its #567 holding.
Beacon Investment Advisory Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2026 and has held it in 2 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.