Larson Financial Group
RWR icon

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
Q3 		$12.8K Buy
122
+2
+2% +$226 ﹤0.01% 2388
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return
Patton Fund Management
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
Affinity Wealth
Affinity Wealth Canton, Ohio $189M AUM 15.27% 1-Year Est. Return
Alexis Investment Partners
Alexis Investment Partners Montgomery, Texas $192M AUM 13.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Larson Financial Group's RWR Position: Q3 2026 in Review

Larson Financial Group increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 1.7% in Q3 2026, buying an estimated $226 and bringing the position to 122 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Larson Financial Group first reported a position in RWR in Q4 2018 and has held it in 32 quarters since. The position peaked at $29.5K in Q3 2025. 177 funds tracked by Wall St. Rank hold RWR as of Q3 2026.

  • Larson Financial Group held 122 shares of State Street SPDR Dow Jones REIT ETF worth $12.8K as of Q3 2026.
  • Larson Financial Group bought 2 State Street SPDR Dow Jones REIT ETF shares in Q3 2026, an estimated $226.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2388 holding.
  • Larson Financial Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and has held it in 32 quarters since.
  • Larson Financial Group's State Street SPDR Dow Jones REIT ETF position peaked at $29.5K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.