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

Larson Financial Group’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 		$13.6K Sell
120
-16
-12% -$1.75K ﹤0.01% 2221
2026
Q1 		$13.7K Buy
136
+17
+14% +$1.75K ﹤0.01% 2054
2025
Q4 		$11.7K Sell
119
-175
-60% -$17.4K ﹤0.01% 2027
2025
Q3 		$29.5K Buy
294
+178
+153% +$17.5K ﹤0.01% 1426
2025
Q2 		$11.2K Buy
116
+1
+0.9% +$96 ﹤0.01% 1758
2025
Q1 		$11.4K Buy
115
+1
+0.9% +$100 ﹤0.01% 1584
2024
Q4 		$11.3K Buy
114
+1
+0.9% +$104 ﹤0.01% 1439
2024
Q3 		$12K Buy
113
+1
+0.9% +$101 ﹤0.01% 1403
2024
Q2 		$10.4K Hold
112
– – ﹤0.01% 1252
2024
Q1 		$10.5K Sell
112
-12
-10% -$1.12K ﹤0.01% 1029
2023
Q4 		$11.8K Buy
124
+2
+2% +$172 ﹤0.01% 971
2023
Q3 		$10.1K Buy
122
+1
+0.8% +$90 ﹤0.01% 992
2023
Q2 		$11K Buy
121
+1
+0.8% +$88 ﹤0.01% 908
2023
Q1 		$10.7K Buy
120
+1
+0.8% +$91 ﹤0.01% 908
2022
Q4 		$10.4K Buy
119
+1
+0.8% +$88 ﹤0.01% 846
2022
Q3 		$10K Buy
118
+1
+0.9% +$98 ﹤0.01% 797
2022
Q2 		$11K Buy
117
+1
+0.9% +$106 ﹤0.01% 703
2022
Q1 		$14K Hold
116
– – ﹤0.01% 587
2021
Q4 		$14K Buy
116
+1
+0.9% +$115 ﹤0.01% 611
2021
Q3 		$12K Buy
115
+1
+0.9% +$110 ﹤0.01% 562
2021
Q2 		$12K Buy
114
+1
+0.9% +$102 ﹤0.01% 523
2021
Q1 		$11K Hold
113
– – ﹤0.01% 528
2020
Q4 		$10K Buy
113
+2
+2% +$167 ﹤0.01% 499
2020
Q3 		$9K Buy
111
+1
+0.9% +$80 ﹤0.01% 457
2020
Q2 		$9K Buy
110
+1
+0.9% +$77 ﹤0.01% 418
2020
Q1 		$8K Hold
109
– – 0.01% 319
2019
Q4 		$11K Buy
109
+1
+0.9% +$103 0.01% 291
2019
Q3 		$11K Buy
108
+1
+0.9% +$102 0.01% 297
2019
Q2 		$11K Buy
107
+1
+0.9% +$99 0.01% 242
2019
Q1 		$10K Buy
106
+1
+1% +$95 0.01% 237
2018
Q4 		$9K Buy
+105
New +$9.6K 0.01% 232

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Larson Financial Group's RWR Position: Q2 2026 in Review

Larson Financial Group reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 12% in Q2 2026, selling an estimated $1.75K and leaving 120 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Larson Financial Group first reported a position in RWR in Q4 2018 and has held it in 31 quarters since. The position peaked at $29.5K in Q3 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Larson Financial Group held 120 shares of State Street SPDR Dow Jones REIT ETF worth $13.6K as of Q2 2026.
  • Larson Financial Group sold 16 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $1.75K.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2221 holding.
  • Larson Financial Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's State Street SPDR Dow Jones REIT ETF position peaked at $29.5K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

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