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IFC & Insurance Marketing’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

IFC & Insurance Marketing’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
-1,097
Closed -$108K – 550
2025
Q4 		$108K Buy
+1,097
New +$109K 0.11% 96

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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

IFC & Insurance Marketing's RWR Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2026, closing a stake of 1,097 shares — an estimated $108K sold.

IFC & Insurance Marketing first reported a position in RWR in Q4 2025 and held it in 1 quarter. The position peaked at $108K in Q4 2025. 258 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 1,097 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $108K.
  • IFC & Insurance Marketing first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's State Street SPDR Dow Jones REIT ETF position peaked at $108K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.