CI
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CX Institutional’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

CX Institutional’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
Q3 		$5K Sell
45
-279
-86% -$31.5K ﹤0.01% 1454
2026
Q2 		$37K Buy
324
+290
+853% +$31.8K ﹤0.01% 1034
2026
Q1 		$3K Sell
34
-39
-53% -$4.02K ﹤0.01% 1419
2025
Q4 		$7K Sell
73
-1,714
-96% -$171K ﹤0.01% 1238
2025
Q3 		$179K Buy
1,787
+1,602
+866% +$157K 0.01% 724
2025
Q2 		$18K Buy
185
+61
+49% +$5.86K ﹤0.01% 976
2025
Q1 		$12K Buy
+124
New +$12.4K ﹤0.01% 999
2023
Q1 		– Sell
-112,663
Closed -$9.82M – 570
2022
Q4 		$9.82M Buy
112,663
+15,415
+16% +$1.35M 0.6% 40
2022
Q3 		$8.19M Buy
97,248
+65,271
+204% +$6.36M 0.57% 43
2022
Q2 		$3.04M Buy
+31,977
New +$3.38M 0.23% 111
2021
Q4 		– Sell
-12
Closed -$1K – 802
2021
Q3 		$1K Hold
12
– – ﹤0.01% 950
2021
Q2 		$1K Hold
12
– – ﹤0.01% 947
2021
Q1 		$1K Hold
12
– – ﹤0.01% 861
2020
Q4 		$1K Hold
12
– – ﹤0.01% 850
2020
Q3 		$1K Sell
12
-24
-67% -$1.91K ﹤0.01% 865
2020
Q2 		$3K Sell
36
-64
-64% -$4.9K ﹤0.01% 727
2020
Q1 		$7K Sell
100
-14,467
-99% -$1.37M ﹤0.01% 512
2019
Q4 		$1.49M Buy
14,567
+75
+0.5% +$7.76K 0.26% 84
2019
Q3 		$1.51M Sell
14,492
-1,362
-9% -$139K 0.24% 99
2019
Q2 		$1.57M Buy
15,854
+2,989
+23% +$297K 0.25% 91
2019
Q1 		$1.27M Buy
12,865
+2,861
+29% +$271K 0.22% 112
2018
Q4 		$860K Buy
+10,004
New +$915K 0.18% 98

Other funds holding RWR

DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

CX Institutional's RWR Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 86% in Q3 2026, selling an estimated $31.5K and leaving 45 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

CX Institutional first reported a position in RWR in Q4 2018 and has held it in 22 quarters since. The position peaked at $9.82M in Q4 2022. 12 funds tracked by Wall St. Rank hold RWR as of Q3 2026.

  • CX Institutional held 45 shares of State Street SPDR Dow Jones REIT ETF worth $5K as of Q3 2026.
  • CX Institutional sold 279 State Street SPDR Dow Jones REIT ETF shares in Q3 2026, an estimated $31.5K.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1454 holding.
  • CX Institutional first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and has held it in 22 quarters since.
  • CX Institutional's State Street SPDR Dow Jones REIT ETF position peaked at $9.82M in Q4 2022.
  • 12 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.