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

Institute for 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 Q2	$5.76K	Buy	+51	New	+$5.59K	﹤0.01%	1434
2020 Q1	–	Sell	-246	Closed	-$25K	–	621
2019 Q4	$25K	Buy	+246	New	+$25.5K	0.01%	554
2014 Q4	–	Sell	-129	Closed	-$10K	–	51
2014 Q3	$10K	Hold	129	–	–	0.01%	48
2014 Q2	$11K	Hold	129	–	–	0.01%	47
2014 Q1	$10K	Hold	129	–	–	0.01%	61
2013 Q4	$9K	Sell	129 -25	-16%	-$1.84K	0.01%	60
2013 Q3	$11K	Sell	154 -345	-69%	-$25.9K	0.01%	47
2013 Q2	$38K	Buy	+499	New	+$39.9K	0.03%	59

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 22.9% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Institute for Wealth Management's RWR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 51 shares worth $5.76K. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in RWR as recently as Q4 2019.

Institute for Wealth Management first reported a position in RWR in Q2 2013 and has held it in 8 quarters since. The position peaked at $38K in Q2 2013. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Institute for Wealth Management held 51 shares of State Street SPDR Dow Jones REIT ETF worth $5.76K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1434 holding.
Institute for Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and has held it in 8 quarters since.
Institute for Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $38K in Q2 2013.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.