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

Consultiva 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 		$17.4K Hold
172
– – 0.05% 172
2025
Q4 		$16.9K Hold
172
– – 0.05% 172
2025
Q3 		$17.3K Hold
172
– – 0.05% 177
2025
Q2 		$16.6K Hold
172
– – 0.05% 181
2025
Q1 		$17K Hold
172
– – 0.06% 173
2024
Q4 		$17K Buy
+172
New +$17.9K 0.09% 107

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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 $124B 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 $666B AUM 30.12% 1-Year Est. Return

Consultiva Wealth Management's RWR Position: Q1 2026 in Review

Consultiva Wealth Management held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q1 2026 at 172 shares worth $17.4K. The position accounts for 0.05% of the portfolio, ranked #172.

Consultiva Wealth Management first reported a position in RWR in Q4 2024 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

  • Consultiva Wealth Management held 172 shares of State Street SPDR Dow Jones REIT ETF worth $17.4K as of Q1 2026.
  • Consultiva Wealth Management left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q1 2026.
  • State Street SPDR Dow Jones REIT ETF made up 0.05% of Consultiva Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Consultiva Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2024 and has held it in 6 quarters since.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.