Jones Financial Companies’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$317K Buy
2,765
+366
+15% +$40.1K ﹤0.01% 2396
2026
Q1
$238K Buy
2,399
+134
+6% +$13.8K ﹤0.01% 2331
2025
Q4
$222K Buy
2,265
+137
+6% +$13.6K ﹤0.01% 1860
2025
Q3
$212K Buy
2,128
+1,028
+93% +$101K ﹤0.01% 1760
2025
Q2
$105K Buy
1,100
+371
+51% +$35.6K ﹤0.01% 1920
2025
Q1
$71.7K Buy
729
+211
+41% +$21.1K ﹤0.01% 1917
2024
Q4
$51.2K Buy
518
+347
+203% +$36.1K ﹤0.01% 1869
2024
Q3
$18.1K Buy
171
+28
+20% +$2.83K ﹤0.01% 1985
2024
Q2
$13.3K Buy
+143
New +$13K ﹤0.01% 1668

Other funds holding RWR

Jones Financial Companies's RWR Position: Q2 2026 in Review

Jones Financial Companies increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 15% in Q2 2026, buying an estimated $40.1K and bringing the position to 2,765 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

Jones Financial Companies first reported a position in RWR in Q2 2024 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Jones Financial Companies held 2,765 shares of State Street SPDR Dow Jones REIT ETF worth $317K as of Q2 2026.
  • Jones Financial Companies bought 366 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $40.1K.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2396 holding.
  • Jones Financial Companies first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.