CFG
RWR icon

Clayton Financial Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Clayton Financial 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 		– Sell
-270
Closed -$27.3K – 466
2026
Q1 		$27.3K Hold
270
– – 0.01% 172
2025
Q4 		$26.5K Buy
+270
New +$26.9K 0.01% 171

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

Clayton Financial Group's RWR Position: Q2 2026 in Review

Clayton Financial Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026, closing a stake of 270 shares — an estimated $27.3K sold.

Clayton Financial Group first reported a position in RWR in Q4 2025 and held it in 2 quarters. The position peaked at $27.3K in Q1 2026. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Clayton Financial Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 270 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $27.3K.
  • Clayton Financial Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's State Street SPDR Dow Jones REIT ETF position peaked at $27.3K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.