Highland Investment Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Highland Investment 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	$6.04K	Buy	+53	New	+$5.8K	﹤0.01%	397

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Highland Investment Advisors's RWR Position: Q2 2026 in Review

Highland Investment Advisors opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 53 shares worth $6.04K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings.

276 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Highland Investment Advisors held 53 shares of State Street SPDR Dow Jones REIT ETF worth $6.04K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Highland Investment Advisors position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Highland Investment Advisors's portfolio in Q2 2026, its #397 holding.
276 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Highland Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.