Landmark Wealth Management (Illinois)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Landmark Wealth Management (Illinois)’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	$349K	Buy	+3,086	New	+$338K	0.12%	40
2025 Q3	–	Sell	-29,170	Closed	-$2.81M	–	41
2025 Q2	$2.81M	Buy	+29,170	New	+$2.8M	1.21%	17

Other funds holding RWR

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SCA

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Landmark Wealth Management (Illinois)'s RWR Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 3,086 shares worth $349K. The stake represents 0.12% of the portfolio and ranks #40 among its holdings. This is a return to the name: Landmark Wealth Management (Illinois) previously reported a position in RWR as recently as Q2 2025.

Landmark Wealth Management (Illinois) first reported a position in RWR in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.81M in Q2 2025. 168 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Landmark Wealth Management (Illinois) held 3,086 shares of State Street SPDR Dow Jones REIT ETF worth $349K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Landmark Wealth Management (Illinois) position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.12% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #40 holding.
Landmark Wealth Management (Illinois) first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2025 and has held it in 2 quarters since.
Landmark Wealth Management (Illinois)'s State Street SPDR Dow Jones REIT ETF position peaked at $2.81M in Q2 2025.
168 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.