Front Row Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Front Row Advisors’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	$220K	Sell	1,963 -300	-13%	-$32.9K	0.06%	113
2026 Q1	$228K	Sell	2,263 -156	-6%	-$16.1K	0.08%	106
2025 Q4	$238K	Sell	2,419 -225	-9%	-$22.4K	0.08%	101
2025 Q3	$265K	Hold	2,644	–	–	0.09%	97
2025 Q2	$255K	Hold	2,644	–	–	0.09%	96
2025 Q1	$262K	Sell	2,644 -100	-4%	-$9.98K	0.1%	102
2024 Q4	$271K	Sell	2,744 -180	-6%	-$18.7K	0.09%	96
2024 Q3	$312K	Hold	2,924	–	–	0.11%	90
2024 Q2	$272K	Hold	2,924	–	–	0.09%	107
2024 Q1	$276K	Hold	2,924	–	–	0.1%	104
2023 Q4	$279K	Sell	2,924 -87	-3%	-$7.48K	0.13%	85
2023 Q3	$250K	Sell	3,011 -390	-11%	-$35K	0.12%	97
2023 Q2	$308K	Sell	3,401 -137	-4%	-$12.1K	0.14%	90
2023 Q1	$314K	Hold	3,538	–	–	0.15%	91
2022 Q4	$308K	Sell	3,538 -120	-3%	-$10.5K	0.16%	94
2022 Q3	$308K	Hold	3,658	–	–	0.16%	94
2022 Q2	$348K	Hold	3,658	–	–	0.17%	91
2022 Q1	$429K	Hold	3,658	–	–	0.17%	87
2021 Q4	$447K	Hold	3,658	–	–	0.17%	91
2021 Q3	$386K	Hold	3,658	–	–	0.16%	94
2021 Q2	$400K	Hold	3,658	–	–	0.16%	93
2021 Q1	$346K	Hold	3,658	–	–	0.17%	92
2020 Q4	$317K	Sell	3,658 -20	-0.5%	-$1.67K	0.16%	95
2020 Q3	$318K	Sell	3,678 -75	-2%	-$5.97K	0.17%	95
2020 Q2	$293K	Sell	3,753 -511	-12%	-$39.1K	0.18%	88
2020 Q1	$332K	Sell	4,264 -40	-0.9%	-$3.79K	0.22%	85
2019 Q4	$439K	Hold	4,304	–	–	0.29%	77
2019 Q3	$450K	Sell	4,304 -109	-2%	-$11.1K	0.32%	74
2019 Q2	$436K	Hold	4,413	–	–	0.32%	77
2019 Q1	$437K	Hold	4,413	–	–	0.34%	73
2018 Q4	$380K	Sell	4,413 -113	-2%	-$10.3K	0.33%	77
2018 Q3	$408K	Sell	4,526 -106	-2%	-$10.1K	0.29%	77
2018 Q2	$431K	Sell	4,632 -508	-10%	-$45.2K	0.28%	81
2018 Q1	$443K	Sell	5,140 -20	-0.4%	-$1.73K	0.31%	79
2017 Q4	$483K	Buy	+5,160	New	+$483K	0.38%	76

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

Front Row Advisors's RWR Position: Q2 2026 in Review

Front Row Advisors reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 13% in Q2 2026, selling an estimated $32.9K and leaving 1,963 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #113.

Front Row Advisors first reported a position in RWR in Q4 2017 and has held it in 35 quarters since. The position peaked at $483K in Q4 2017. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Front Row Advisors held 1,963 shares of State Street SPDR Dow Jones REIT ETF worth $220K as of Q2 2026.
Front Row Advisors sold 300 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $32.9K.
State Street SPDR Dow Jones REIT ETF made up 0.06% of Front Row Advisors's portfolio in Q2 2026, its #113 holding.
Front Row Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and has held it in 35 quarters since.
Front Row Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $483K in Q4 2017.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Front Row Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.