Howe & Rusling’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Howe & Rusling’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	–	Sell	-115	Closed	-$11.1K	–	486
2025 Q2	$11.1K	Buy	115 +78	+211%	+$7.49K	﹤0.01%	411
2025 Q1	$3.67K	Buy	+37	New	+$3.69K	﹤0.01%	413
2024 Q2	–	Sell	-157	Closed	-$14.8K	–	385
2024 Q1	$14.8K	Buy	157 +137	+685%	+$12.7K	﹤0.01%	329
2023 Q4	$1.91K	Buy	+20	New	+$1.72K	﹤0.01%	365
2023 Q1	–	Sell	-20	Closed	-$1.74K	–	330
2022 Q4	$1.74K	Hold	20	–	–	﹤0.01%	310
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	901
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	886
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	881
2021 Q4	$2K	Buy	+20	New	+$2.3K	﹤0.01%	877
2016 Q2	–	Sell	-45	Closed	-$4K	–	1038
2016 Q1	$4K	Buy	+45	New	+$4K	﹤0.01%	724

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Howe & Rusling's RWR Position: Q3 2025 in Review

Howe & Rusling sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2025, closing a stake of 115 shares — an estimated $11.1K sold.

Howe & Rusling first reported a position in RWR in Q1 2016 and held it in 10 quarters. The position peaked at $14.8K in Q1 2024. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

Howe & Rusling reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2025 after selling out during the quarter.
Howe & Rusling sold 115 State Street SPDR Dow Jones REIT ETF shares in Q3 2025, an estimated $11.1K.
Howe & Rusling first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2016 and held it in 10 quarters.
Howe & Rusling's State Street SPDR Dow Jones REIT ETF position peaked at $14.8K in Q1 2024.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.