BFC Planning, Inc.’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

BFC Planning, Inc.’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	$210K	Buy	1,855 +791	+74%	+$86.6K	0.01%	916
2026 Q1	$107K	Buy	1,064 +5	+0.5%	+$515	﹤0.01%	1079
2025 Q4	$104K	Buy	1,059 +5	+0.5%	+$498	﹤0.01%	1094
2025 Q3	$106K	Buy	1,054 +29	+3%	+$2.85K	0.01%	904
2025 Q2	$98.8K	Sell	1,025 -1	-0.1%	-$96	0.01%	890
2025 Q1	$102K	Sell	1,026 -27	-3%	-$2.7K	0.01%	863
2024 Q4	$104K	Buy	+1,053	New	+$110K	0.01%	855

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 $468B AUM 17.69% 1-Year Est. Return

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 22.9% 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

BFC Planning, Inc.'s RWR Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 74% in Q2 2026, buying an estimated $86.6K and bringing the position to 1,855 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #916.

BFC Planning, Inc. first reported a position in RWR in Q4 2024 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

BFC Planning, Inc. held 1,855 shares of State Street SPDR Dow Jones REIT ETF worth $210K as of Q2 2026.
BFC Planning, Inc. bought 791 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $86.6K.
State Street SPDR Dow Jones REIT ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #916 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2024 and has held it in 7 quarters since.
288 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.