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Chicago Partners Investment Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Chicago Partners Investment 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 		$364K Buy
3,117
+27
+0.9% +$2.96K 0.01% 1154
2026
Q1 		$331K Buy
3,090
+18
+0.6% +$1.85K 0.01% 1090
2025
Q4 		$308K Sell
3,072
-198
-6% -$19.7K 0.01% 1019
2025
Q3 		$328K Buy
3,270
+31
+1% +$3.04K 0.01% 899
2025
Q2 		$321K Sell
3,239
-223
-6% -$21.4K 0.01% 801
2025
Q1 		$335K Buy
3,462
+21
+0.6% +$2.1K 0.01% 649
2024
Q4 		$335K Buy
3,441
+49
+1% +$5.1K 0.01% 622
2024
Q3 		$360K Buy
3,392
+26
+0.8% +$2.63K 0.01% 572
2024
Q2 		$334K Buy
3,366
+33
+1% +$2.99K 0.01% 564
2024
Q1 		$295K Buy
3,333
+20
+0.6% +$1.86K 0.01% 572
2023
Q4 		$304K Buy
3,313
+37
+1% +$3.18K 0.01% 539
2023
Q3 		$258K Buy
3,276
+27
+0.8% +$2.43K 0.01% 542
2023
Q2 		$300K Buy
3,249
+240
+8% +$21.2K 0.02% 533
2023
Q1 		$264K Buy
3,009
+21
+0.7% +$1.92K 0.02% 538
2022
Q4 		$290K Sell
2,988
-460
-13% -$40.3K 0.02% 485
2022
Q3 		$299K Sell
3,448
-141
-4% -$13.7K 0.02% 435
2022
Q2 		$372K Buy
3,589
+21
+0.6% +$2.22K 0.03% 394
2022
Q1 		$358K Buy
3,568
+12
+0.3% +$1.37K 0.03% 386
2021
Q4 		$392K Buy
3,556
+21
+0.6% +$2.42K 0.03% 380
2021
Q3 		$412K Buy
3,535
+24
+0.7% +$2.63K 0.03% 369
2021
Q2 		$386K Buy
3,511
+521
+17% +$53.4K 0.03% 373
2021
Q1 		$302K Buy
2,990
+480
+19% +$43.5K 0.02% 396
2020
Q4 		$220K Buy
+2,510
New +$210K 0.02% 425
2020
Q2 		– Sell
-2,787
Closed -$215K – 398
2020
Q1 		$215K Buy
2,787
+19
+0.7% +$1.8K 0.03% 321
2019
Q4 		$287K Sell
2,768
-285
-9% -$29.5K 0.04% 292
2019
Q3 		$326K Buy
3,053
+595
+24% +$60.6K 0.05% 249
2019
Q2 		$243K Buy
2,458
+19
+0.8% +$1.89K 0.03% 283
2019
Q1 		$237K Buy
2,439
+12
+0.5% +$1.14K 0.04% 269
2018
Q4 		$217K Buy
2,427
+27
+1% +$2.47K 0.03% 291
2018
Q3 		$219K Buy
2,400
+496
+26% +$47.1K 0.03% 283
2018
Q2 		$179K Sell
1,904
-656
-26% -$58.4K 0.03% 298
2018
Q1 		$221K Buy
+2,560
New +$222K 0.04% 238

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Chicago Partners Investment Group's RWR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.87% in Q2 2026, buying an estimated $2.96K and bringing the position to 3,117 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1154.

Chicago Partners Investment Group first reported a position in RWR in Q1 2018 and has held it in 32 quarters since. The position peaked at $412K in Q3 2021. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Chicago Partners Investment Group held 3,117 shares of State Street SPDR Dow Jones REIT ETF worth $364K as of Q2 2026.
  • Chicago Partners Investment Group bought 27 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $2.96K.
  • State Street SPDR Dow Jones REIT ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1154 holding.
  • Chicago Partners Investment Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2018 and has held it in 32 quarters since.
  • Chicago Partners Investment Group's State Street SPDR Dow Jones REIT ETF position peaked at $412K in Q3 2021.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.