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Bristlecone Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bristlecone Advisors’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
Q2 		– Sell
-1,762
Closed -$175K – 353
2025
Q1 		$175K Hold
1,762
– – 0.01% 277
2024
Q4 		$174K Hold
1,762
– – 0.01% 278
2024
Q3 		$188K Hold
1,762
– – 0.02% 282
2024
Q2 		$164K Buy
+1,762
New +$160K 0.01% 280
2023
Q3 		– Sell
-1,762
Closed -$159K – 275
2023
Q2 		$159K Hold
1,762
– – 0.02% 265
2023
Q1 		$156K Buy
+1,762
New +$161K 0.02% 266

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Bristlecone Advisors's RWR Position: Q2 2025 in Review

Bristlecone Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 1,762 shares — an estimated $175K sold.

Bristlecone Advisors first reported a position in RWR in Q1 2023 and held it in 6 quarters. The position peaked at $188K in Q3 2024. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.

  • Bristlecone Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 1,762 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $175K.
  • Bristlecone Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2023 and held it in 6 quarters.
  • Bristlecone Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $188K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.