CWM
RWR icon

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

Collaborative 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
Q1 		$220K Sell
2,178
-11
-0.5% -$1.13K 0.1% 139
2025
Q4 		$215K Buy
2,189
+1
+0% +$100 0.08% 222
2025
Q3 		$219K Hold
2,188
– – 0.09% 175
2025
Q2 		$211K Hold
2,188
– – 0.09% 167
2025
Q1 		$217K Hold
2,188
– – 0.1% 159
2024
Q4 		$216K Hold
2,188
– – 0.1% 160
2024
Q3 		$234K Sell
2,188
-45
-2% -$4.55K 0.11% 152
2024
Q2 		$208K Hold
2,233
– – 0.1% 158
2024
Q1 		$210K Buy
2,233
+2
+0.1% +$186 0.11% 154
2023
Q4 		$213K Buy
+2,231
New +$192K 0.12% 150

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return