EH
RWR icon

Equitable Holdings’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Equitable Holdings’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
Q4 		– Sell
-2,149
Closed -$216K – 1653
2025
Q3 		$216K Sell
2,149
-341
-14% -$33.5K ﹤0.01% 1418
2025
Q2 		$240K Buy
2,490
+101
+4% +$9.7K ﹤0.01% 1296
2025
Q1 		$237K Sell
2,389
-1,540
-39% -$154K ﹤0.01% 1183
2024
Q4 		$388K Sell
3,929
-25,836
-87% -$2.69M ﹤0.01% 956
2024
Q3 		$3.18M Sell
29,765
-15,309
-34% -$1.55M 0.03% 371
2024
Q2 		$4.2M Buy
45,074
+2,314
+5% +$210K 0.04% 295
2024
Q1 		$4.03M Buy
42,760
+12,686
+42% +$1.18M 0.05% 287
2023
Q4 		$2.87M Buy
30,074
+4,381
+17% +$377K 0.04% 319
2023
Q3 		$2.13M Buy
25,693
+6,551
+34% +$589K 0.03% 348
2023
Q2 		$1.73M Buy
19,142
+8,877
+86% +$783K 0.02% 381
2023
Q1 		$911K Buy
10,265
+3,883
+61% +$355K 0.01% 491
2022
Q4 		$556K Buy
6,382
+1,327
+26% +$116K 0.01% 581
2022
Q3 		$426K Sell
5,055
-833
-14% -$81.2K 0.01% 596
2022
Q2 		$560K Buy
5,888
+3,694
+168% +$391K 0.01% 537
2022
Q1 		$257K Buy
+2,194
New +$250K ﹤0.01% 770

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings's RWR Position: Q4 2025 in Review

Equitable Holdings sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2025, closing a stake of 2,149 shares — an estimated $216K sold.

Equitable Holdings first reported a position in RWR in Q1 2022 and held it in 15 quarters. The position peaked at $4.2M in Q2 2024. 250 funds tracked by Wall St. Rank hold RWR as of Q4 2025.

  • Equitable Holdings reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Equitable Holdings sold 2,149 State Street SPDR Dow Jones REIT ETF shares in Q4 2025, an estimated $216K.
  • Equitable Holdings first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2022 and held it in 15 quarters.
  • Equitable Holdings's State Street SPDR Dow Jones REIT ETF position peaked at $4.2M in Q2 2024.
  • 250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2025.

Based on Equitable Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.