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

Contango 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 		– Sell
-2,068
Closed -$203K – 55
2025
Q4 		$203K Buy
+2,068
New +$206K 0.23% 38

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 $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Contango Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2026, closing a stake of 2,068 shares — an estimated $203K sold.

Contango Wealth Management first reported a position in RWR in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 257 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

  • Contango Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Contango Wealth Management sold 2,068 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $203K.
  • Contango Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2025 and held it in 1 quarter.
  • Contango Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $203K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.