Focus Partners Wealth’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Focus Partners Wealth’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	$793K	Buy	7,016 +2,126	+43%	+$233K	﹤0.01%	1733
2026 Q1	$494K	Buy	4,890 +221	+5%	+$22.8K	﹤0.01%	1936
2025 Q4	$459K	Sell	4,669 -2,171	-32%	-$216K	﹤0.01%	1995
2025 Q3	$686K	Sell	6,840 -1,735	-20%	-$170K	﹤0.01%	1453
2025 Q2	$827K	Buy	8,575 +60	+0.7%	+$5.76K	﹤0.01%	1221
2025 Q1	$844K	Sell	8,515 -324	-4%	-$32.4K	﹤0.01%	1123
2024 Q4	$874K	Buy	8,839 +3,691	+72%	+$384K	﹤0.01%	1100
2024 Q3	$549K	Buy	+5,148	New	+$521K	﹤0.01%	1116

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

Focus Partners Wealth's RWR Position: Q2 2026 in Review

Focus Partners Wealth increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 43% in Q2 2026, buying an estimated $233K and bringing the position to 7,016 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Focus Partners Wealth first reported a position in RWR in Q3 2024 and has held it in 8 quarters since. The position peaked at $874K in Q4 2024. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Focus Partners Wealth held 7,016 shares of State Street SPDR Dow Jones REIT ETF worth $793K as of Q2 2026.
Focus Partners Wealth bought 2,126 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $233K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1733 holding.
Focus Partners Wealth first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's State Street SPDR Dow Jones REIT ETF position peaked at $874K in Q4 2024.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.