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

Founders Financial Alliance’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	$18.5K	Buy	164 +9	+6%	+$986	﹤0.01%	639
2026 Q1	$15.7K	Hold	155	–	–	﹤0.01%	595
2025 Q4	$15.2K	Hold	155	–	–	﹤0.01%	484
2025 Q3	$15.5K	Hold	155	–	–	﹤0.01%	577
2025 Q2	$14.9K	Hold	155	–	–	﹤0.01%	443
2025 Q1	$15.4K	Hold	155	–	–	﹤0.01%	508
2024 Q4	$15.3K	Hold	155	–	–	﹤0.01%	456
2024 Q3	$16.5K	Hold	155	–	–	﹤0.01%	461
2024 Q2	$14.4K	Buy	155 +6	+4%	+$544	﹤0.01%	451
2024 Q1	$14K	Buy	149 +10	+7%	+$930	﹤0.01%	458
2023 Q4	$13.2K	Sell	139 -82	-37%	-$7.05K	0.01%	414
2023 Q3	$18.3K	Sell	221 -15	-6%	-$1.35K	0.01%	390
2023 Q2	$21.3K	Buy	236 +97	+70%	+$8.56K	0.01%	410
2023 Q1	$12.3K	Buy	139 +21	+18%	+$1.92K	0.01%	392
2022 Q4	$10.3K	Hold	118	–	–	﹤0.01%	419
2022 Q3	$10K	Sell	118 -246	-68%	-$24K	0.01%	419
2022 Q2	$35K	Buy	364 +246	+208%	+$26K	0.02%	372
2022 Q1	$14K	Buy	118 +18	+18%	+$2.05K	0.01%	376
2021 Q4	$12K	Hold	100	–	–	﹤0.01%	419
2021 Q3	$11K	Hold	100	–	–	0.01%	395
2021 Q2	$10K	Hold	100	–	–	﹤0.01%	422
2021 Q1	$10K	Hold	100	–	–	﹤0.01%	403
2020 Q4	$9K	Hold	100	–	–	0.01%	374
2020 Q3	$8K	Buy	+100	New	+$7.95K	﹤0.01%	844

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

Founders Financial Alliance's RWR Position: Q2 2026 in Review

Founders Financial Alliance increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 5.8% in Q2 2026, buying an estimated $986 and bringing the position to 164 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Founders Financial Alliance first reported a position in RWR in Q3 2020 and has held it in 24 quarters since. The position peaked at $35K in Q2 2022. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Founders Financial Alliance held 164 shares of State Street SPDR Dow Jones REIT ETF worth $18.5K as of Q2 2026.
Founders Financial Alliance bought 9 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $986.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #639 holding.
Founders Financial Alliance first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's State Street SPDR Dow Jones REIT ETF position peaked at $35K in Q2 2022.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.