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

CreativeOne Wealth’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
Q3 		– Sell
-11,408
Closed -$1.1M – 1201
2025
Q2 		$1.1M Buy
+11,408
New +$1.1M 0.03% 503
2020
Q1 		– Sell
-2,620
Closed -$268K – 232
2019
Q4 		$268K Buy
+2,620
New +$271K 0.05% 176

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CreativeOne Wealth's RWR Position: Q3 2025 in Review

CreativeOne Wealth sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2025, closing a stake of 11,408 shares — an estimated $1.1M sold.

CreativeOne Wealth first reported a position in RWR in Q4 2019 and held it in 2 quarters. The position peaked at $1.1M in Q2 2025. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

  • CreativeOne Wealth reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 11,408 State Street SPDR Dow Jones REIT ETF shares in Q3 2025, an estimated $1.1M.
  • CreativeOne Wealth first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 2 quarters.
  • CreativeOne Wealth's State Street SPDR Dow Jones REIT ETF position peaked at $1.1M in Q2 2025.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.