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

Grand 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
2026
Q1 		– Sell
-520
Closed -$51.1K – 97
2025
Q4 		$51.1K Buy
+520
New +$51.8K 0.02% 54

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Grand Wealth Management's RWR Position: Q1 2026 in Review

Grand Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2026, closing a stake of 520 shares — an estimated $51.1K sold.

Grand Wealth Management first reported a position in RWR in Q4 2025 and held it in 1 quarter. The position peaked at $51.1K in Q4 2025. 258 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

  • Grand Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Grand Wealth Management sold 520 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $51.1K.
  • Grand Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2025 and held it in 1 quarter.
  • Grand Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $51.1K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.