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

Hemington 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 		$18K Hold
181
– – ﹤0.01% 676
2025
Q2 		$17K Buy
+181
New +$17.4K ﹤0.01% 684

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Hemington Wealth Management held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q3 2025 at 181 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Hemington Wealth Management first reported a position in RWR in Q2 2025 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

  • Hemington Wealth Management held 181 shares of State Street SPDR Dow Jones REIT ETF worth $18K as of Q3 2025.
  • Hemington 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 Hemington Wealth Management's portfolio in Q3 2025, its #676 holding.
  • Hemington Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2025 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.