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 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

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

CX Institutional's RWR Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 853% in Q2 2026, buying an estimated $31.8K and bringing the position to 324 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

CX Institutional first reported a position in RWR in Q4 2018 and has held it in 21 quarters since. The position peaked at $9.82M in Q4 2022. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

CX Institutional held 324 shares of State Street SPDR Dow Jones REIT ETF worth $37K as of Q2 2026.
CX Institutional bought 290 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $31.8K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1034 holding.
CX Institutional first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and has held it in 21 quarters since.
CX Institutional's State Street SPDR Dow Jones REIT ETF position peaked at $9.82M in Q4 2022.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.