Creative Financial Designs’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Creative Financial Designs’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	$11.5K	Buy	102 +80	+364%	+$8.76K	﹤0.01%	1479
2026 Q1	$2.22K	Hold	22	–	–	﹤0.01%	1759
2025 Q4	$2.16K	Sell	22 -22	-50%	-$2.19K	﹤0.01%	1674
2025 Q3	$4.41K	Sell	44 -46	-51%	-$4.52K	﹤0.01%	1556
2025 Q2	$8.68K	Buy	+90	New	+$8.64K	﹤0.01%	1381
2025 Q1	–	Sell	-16	Closed	-$1.58K	–	2120
2024 Q4	$1.58K	Hold	16	–	–	﹤0.01%	1630
2024 Q3	$1.71K	Hold	16	–	–	﹤0.01%	1543
2024 Q2	$1.49K	Hold	16	–	–	﹤0.01%	1513
2024 Q1	$1.51K	Hold	16	–	–	﹤0.01%	1515
2023 Q4	$1.52K	Hold	16	–	–	﹤0.01%	1467
2023 Q3	$1.33K	Buy	+16	New	+$1.44K	﹤0.01%	1380
2021 Q4	–	Sell	-19	Closed	-$2K	–	1402
2021 Q3	$2K	Sell	19 -25	-57%	-$2.74K	﹤0.01%	1320
2021 Q2	$5K	Buy	44 +25	+132%	+$2.56K	﹤0.01%	1184
2021 Q1	$2K	Sell	19 -911	-98%	-$82.5K	﹤0.01%	1232
2020 Q4	$81K	Buy	930 +100	+12%	+$8.36K	0.02%	421
2020 Q3	$65K	Sell	830 -98	-11%	-$7.79K	0.02%	418
2020 Q2	$72K	Sell	928 -90	-9%	-$6.89K	0.02%	356
2020 Q1	$73K	Sell	1,018 -1,987	-66%	-$188K	0.04%	200
2019 Q4	$302K	Sell	3,005 -105	-3%	-$10.9K	0.14%	123
2019 Q3	$321K	Buy	3,110 +63	+2%	+$6.42K	0.17%	105
2019 Q2	$310K	Sell	3,047 -99	-3%	-$9.83K	0.17%	101
2019 Q1	$311K	Sell	3,146 -287	-8%	-$27.2K	0.19%	93
2018 Q4	$295K	Sell	3,433 -175	-5%	-$16K	0.21%	88
2018 Q3	$336K	Sell	3,608 -288	-7%	-$27.3K	0.19%	91
2018 Q2	$366K	Buy	3,896 +19	+0.5%	+$1.69K	0.22%	91
2018 Q1	$334K	Sell	3,877 -84	-2%	-$7.28K	0.21%	92
2017 Q4	$371K	Sell	3,961 -120	-3%	-$11.2K	0.25%	85
2017 Q3	$377K	Sell	4,081 -46	-1%	-$4.27K	0.22%	100
2017 Q2	$384K	Sell	4,127 -138	-3%	-$12.8K	0.25%	94
2017 Q1	$394K	Sell	4,265 -879	-17%	-$81.8K	0.28%	91
2016 Q4	$480K	Buy	+5,144	New	+$471K	0.39%	63

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

Creative Financial Designs's RWR Position: Q2 2026 in Review

Creative Financial Designs increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 364% in Q2 2026, buying an estimated $8.76K and bringing the position to 102 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Creative Financial Designs first reported a position in RWR in Q4 2016 and has held it in 31 quarters since. The position peaked at $480K in Q4 2016. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Creative Financial Designs held 102 shares of State Street SPDR Dow Jones REIT ETF worth $11.5K as of Q2 2026.
Creative Financial Designs bought 80 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $8.76K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1479 holding.
Creative Financial Designs first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2016 and has held it in 31 quarters since.
Creative Financial Designs's State Street SPDR Dow Jones REIT ETF position peaked at $480K in Q4 2016.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.