Envestnet Portfolio Solutions’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Envestnet Portfolio Solutions’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	$2.16M	Buy	+19,087	New	+$2.09M	0.01%	483
2025 Q4	–	Sell	-14,723	Closed	-$1.48M	–	1547
2025 Q3	$1.48M	Sell	14,723 -134,805	-90%	-$13.2M	0.01%	612
2025 Q2	$14.4M	Buy	+149,528	New	+$14.4M	0.05%	174
2025 Q1	–	Sell	-2,607	Closed	-$258K	–	1742
2024 Q4	$258K	Sell	2,607 -507	-16%	-$52.8K	﹤0.01%	1571
2024 Q3	$332K	Buy	3,114 +334	+12%	+$33.8K	﹤0.01%	1392
2024 Q2	$259K	Buy	2,780 +85	+3%	+$7.71K	﹤0.01%	1458
2024 Q1	$254K	Sell	2,695 -454	-14%	-$42.2K	﹤0.01%	1441
2023 Q4	$300K	Buy	3,149 +663	+27%	+$57K	﹤0.01%	1288
2023 Q3	$206K	Buy	+2,486	New	+$223K	﹤0.01%	1422

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

Envestnet Portfolio Solutions's RWR Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 19,087 shares worth $2.16M. The stake represents 0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in RWR as recently as Q3 2025.

Envestnet Portfolio Solutions first reported a position in RWR in Q3 2023 and has held it in 9 quarters since. The position peaked at $14.4M in Q2 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Envestnet Portfolio Solutions held 19,087 shares of State Street SPDR Dow Jones REIT ETF worth $2.16M as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #483 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2023 and has held it in 9 quarters since.
Envestnet Portfolio Solutions's State Street SPDR Dow Jones REIT ETF position peaked at $14.4M in Q2 2025.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.