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Coldstream Capital Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-10
Closed -$992 – 2897
2025
Q1 		$992 Buy
+10
New +$998 ﹤0.01% 3186

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Charles Schwab
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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

Coldstream Capital Management's RWR Position: Q2 2025 in Review

Coldstream Capital Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 10 shares — an estimated $992 sold.

Coldstream Capital Management first reported a position in RWR in Q1 2025 and held it in 1 quarter. The position peaked at $992 in Q1 2025. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.

  • Coldstream Capital Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 10 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $992.
  • Coldstream Capital Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's State Street SPDR Dow Jones REIT ETF position peaked at $992 in Q1 2025.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.