Financial Counselors Inc’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Financial Counselors Inc’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 Q2	–	Sell	-4,552	Closed	-$451K	–	420
2025 Q1	$451K	Sell	4,552 -1,010	-18%	-$101K	0.01%	430
2024 Q4	$550K	Buy	5,562 +2,474	+80%	+$258K	0.01%	399
2024 Q3	$330K	Hold	3,088	–	–	﹤0.01%	494
2024 Q2	$287K	Buy	+3,088	New	+$280K	﹤0.01%	500
2024 Q1	–	Sell	-4,338	Closed	-$413K	–	595
2023 Q4	$413K	Buy	4,338 +710	+20%	+$61K	0.01%	433
2023 Q3	$301K	Buy	+3,628	New	+$326K	0.01%	464
2017 Q3	–	Sell	-2,241	Closed	-$208K	–	503
2017 Q2	$208K	Hold	2,241	–	–	0.01%	459
2017 Q1	$207K	Sell	2,241 -691	-24%	-$64.3K	0.01%	468
2016 Q4	$274K	Buy	+2,932	New	+$269K	0.01%	408

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Financial Counselors Inc's RWR Position: Q2 2025 in Review

Financial Counselors Inc sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 4,552 shares — an estimated $451K sold.

Financial Counselors Inc first reported a position in RWR in Q4 2016 and held it in 9 quarters. The position peaked at $550K in Q4 2024. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.

Financial Counselors Inc reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 4,552 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $451K.
Financial Counselors Inc first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2016 and held it in 9 quarters.
Financial Counselors Inc's State Street SPDR Dow Jones REIT ETF position peaked at $550K in Q4 2024.
254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.