FSA Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

FSA Wealth Management’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 Q3	$6.42K	Hold	64	–	–	﹤0.01%	368
2025 Q2	$6.17K	Hold	64	–	–	﹤0.01%	357
2025 Q1	$6.34K	Hold	64	–	–	﹤0.01%	331
2024 Q4	$6.33K	Hold	64	–	–	﹤0.01%	364
2024 Q3	$6.83K	Buy	+64	New	+$6.48K	﹤0.01%	361
2024 Q1	$6.03K	Hold	64	–	–	﹤0.01%	416
2023 Q4	$6K	Buy	+64	New	+$5.5K	﹤0.01%	410
2020 Q3	–	Sell	-64	Closed	-$5K	–	293
2020 Q2	$5K	Hold	64	–	–	﹤0.01%	326
2020 Q1	$5K	Hold	64	–	–	﹤0.01%	305
2019 Q4	$7K	Buy	+64	New	+$6.62K	﹤0.01%	359

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MSA

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

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

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

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

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

FSA Wealth Management's RWR Position: Q3 2025 in Review

FSA Wealth Management held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q3 2025 at 64 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

FSA Wealth Management first reported a position in RWR in Q4 2019 and has held it in 10 quarters since. The position peaked at $7K in Q4 2019. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

FSA Wealth Management held 64 shares of State Street SPDR Dow Jones REIT ETF worth $6.42K as of Q3 2025.
FSA Wealth Management left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q3 2025.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #368 holding.
FSA Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and has held it in 10 quarters since.
FSA Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $7K in Q4 2019.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.