DHJJ Financial Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

DHJJ Financial Advisors’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	$226	Hold	2	–	–	﹤0.01%	995
2026 Q1	$202	Hold	2	–	–	﹤0.01%	994
2025 Q4	$197	Hold	2	–	–	﹤0.01%	952
2025 Q3	$201	Hold	2	–	–	﹤0.01%	918
2025 Q2	$193	Hold	2	–	–	﹤0.01%	893
2025 Q1	$199	Hold	2	–	–	﹤0.01%	848
2024 Q4	$198	Hold	2	–	–	﹤0.01%	816
2024 Q3	$214	Hold	2	–	–	﹤0.01%	797
2024 Q2	$187	Hold	2	–	–	﹤0.01%	755
2024 Q1	$189	Hold	2	–	–	﹤0.01%	739
2023 Q4	$191	Hold	2	–	–	﹤0.01%	729
2023 Q3	$166	Buy	+2	New	+$180	﹤0.01%	731

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

DHJJ Financial Advisors's RWR Position: Q2 2026 in Review

DHJJ Financial Advisors held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 2 shares worth $226. The position accounts for ﹤0.01% of the portfolio, ranked #995.

DHJJ Financial Advisors first reported a position in RWR in Q3 2023 and has held it in 12 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

DHJJ Financial Advisors held 2 shares of State Street SPDR Dow Jones REIT ETF worth $226 as of Q2 2026.
DHJJ Financial Advisors left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #995 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2023 and has held it in 12 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.