ClientFirst Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

ClientFirst Wealth Management’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	$706K	Hold	6,252	–	–	0.58%	19
2026 Q1	$631K	Hold	6,252	–	–	0.53%	18
2025 Q4	$614K	Hold	6,252	–	–	0.49%	21
2025 Q3	$627K	Hold	6,252	–	–	0.5%	20
2025 Q2	$603K	Hold	6,252	–	–	0.62%	18
2025 Q1	$620K	Hold	6,252	–	–	0.7%	17
2024 Q4	$618K	Buy	+6,252	New	+$651K	0.63%	17
2023 Q3	$518K	Hold	6,252	–	–	0.63%	16
2023 Q2	$585K	Hold	6,252	–	–	0.7%	15
2023 Q1	$550K	Hold	6,252	–	–	0.73%	14
2022 Q4	$545K	Hold	6,252	–	–	0.69%	14
2022 Q3	$576K	Hold	6,252	–	–	0.71%	15
2022 Q2	$594K	Hold	6,252	–	–	0.9%	15
2022 Q1	$733K	Hold	6,252	–	–	0.68%	15
2021 Q4	$727K	Buy	+6,252	New	+$720K	0.65%	16

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

ClientFirst Wealth Management's RWR Position: Q2 2026 in Review

ClientFirst Wealth Management held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 6,252 shares worth $706K. The position accounts for 0.58% of the portfolio, ranked #19.

ClientFirst Wealth Management first reported a position in RWR in Q4 2021 and has held it in 15 quarters since. The position peaked at $733K in Q1 2022. 288 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

ClientFirst Wealth Management held 6,252 shares of State Street SPDR Dow Jones REIT ETF worth $706K as of Q2 2026.
ClientFirst Wealth Management left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.58% of ClientFirst Wealth Management's portfolio in Q2 2026, its #19 holding.
ClientFirst Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and has held it in 15 quarters since.
ClientFirst Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $733K in Q1 2022.
288 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.