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

Financial Perspectives’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	$10.2K	Hold	90	–	–	﹤0.01%	545
2026 Q1	$9.09K	Hold	90	–	–	﹤0.01%	540
2025 Q4	$8.84K	Hold	90	–	–	﹤0.01%	538
2025 Q3	$9.03K	Hold	90	–	–	﹤0.01%	530
2025 Q2	$8.68K	Hold	90	–	–	﹤0.01%	525
2025 Q1	$8.92K	Hold	90	–	–	﹤0.01%	515
2024 Q4	$8.9K	Hold	90	–	–	﹤0.01%	517
2024 Q3	$9.61K	Hold	90	–	–	﹤0.01%	479
2024 Q2	$8.38K	Hold	90	–	–	﹤0.01%	485
2024 Q1	$8.48K	Hold	90	–	–	﹤0.01%	478
2023 Q4	$8.58K	Hold	90	–	–	﹤0.01%	489
2023 Q3	$7.46K	Hold	90	–	–	﹤0.01%	485
2023 Q2	$8.14K	Hold	90	–	–	﹤0.01%	467
2023 Q1	$7.99K	Hold	90	–	–	﹤0.01%	465
2022 Q4	$7.84K	Hold	90	–	–	﹤0.01%	469
2022 Q3	$7.58K	Hold	90	–	–	﹤0.01%	462
2022 Q2	$8.56K	Hold	90	–	–	﹤0.01%	458
2022 Q1	$10.6K	Hold	90	–	–	﹤0.01%	452
2021 Q4	$11K	Hold	90	–	–	0.01%	434
2021 Q3	$9.49K	Hold	90	–	–	﹤0.01%	447
2021 Q2	$9.44K	Hold	90	–	–	﹤0.01%	468
2021 Q1	$8.52K	Hold	90	–	–	﹤0.01%	453
2020 Q4	$7.8K	Hold	90	–	–	﹤0.01%	425
2020 Q3	$7.02K	Hold	90	–	–	﹤0.01%	394
2020 Q2	$7.02K	Hold	90	–	–	0.01%	378
2020 Q1	$6.5K	Hold	90	–	–	0.01%	361
2019 Q4	$9.18K	Buy	+90	New	+$9.31K	0.01%	339

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

Financial Perspectives's RWR Position: Q2 2026 in Review

Financial Perspectives held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 90 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Financial Perspectives first reported a position in RWR in Q4 2019 and has held it in 27 quarters since. The position peaked at $11K in Q4 2021. 288 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Financial Perspectives held 90 shares of State Street SPDR Dow Jones REIT ETF worth $10.2K as of Q2 2026.
Financial Perspectives 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 Financial Perspectives's portfolio in Q2 2026, its #545 holding.
Financial Perspectives first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's State Street SPDR Dow Jones REIT ETF position peaked at $11K in Q4 2021.
288 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

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