MassMutual Private Wealth & Trust’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

MassMutual Private Wealth & Trust’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 Q1	–	Sell	-118	Closed	-$11.6K	–	2476
2025 Q4	$11.6K	Hold	118	–	–	﹤0.01%	1317
2025 Q3	$11.8K	Hold	118	–	–	﹤0.01%	1326
2025 Q2	$11.4K	Hold	118	–	–	﹤0.01%	1305
2025 Q1	$11.7K	Hold	118	–	–	﹤0.01%	1249
2024 Q4	$11.7K	Hold	118	–	–	﹤0.01%	1199
2024 Q3	$12.6K	Hold	118	–	–	﹤0.01%	1062
2024 Q2	$11K	Hold	118	–	–	﹤0.01%	1062
2024 Q1	$11.1K	Sell	118 -2,149	-95%	-$200K	﹤0.01%	1012
2023 Q4	$216K	Buy	2,267 +344	+18%	+$29.6K	0.01%	364
2023 Q3	$159K	Buy	1,923 +1,547	+411%	+$139K	0.01%	393
2023 Q2	$34K	Buy	+376	New	+$33.2K	﹤0.01%	640
2020 Q4	–	Sell	-313	Closed	-$24K	–	930
2020 Q3	$24K	Buy	+313	New	+$24.9K	﹤0.01%	486
2020 Q2	–	Sell	-450	Closed	-$32K	–	797
2020 Q1	$32K	Hold	450	–	–	﹤0.01%	408
2019 Q4	$46K	Buy	+450	New	+$46.6K	﹤0.01%	442
2019 Q3	–	Sell	-162	Closed	-$16K	–	893
2019 Q2	$16K	Buy	+162	New	+$16.1K	﹤0.01%	528
2019 Q1	–	Sell	-100	Closed	-$8.6K	–	965
2018 Q4	$8.6K	Hold	100	–	–	﹤0.01%	593
2018 Q3	$9.32K	Hold	100	–	–	﹤0.01%	616
2018 Q2	$9.4K	Hold	100	–	–	﹤0.01%	618
2018 Q1	$8.61K	Hold	100	–	–	﹤0.01%	622
2017 Q4	$9.37K	Buy	+100	New	+$9.35K	﹤0.01%	618

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MassMutual Private Wealth & Trust's RWR Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2026, closing a stake of 118 shares — an estimated $11.6K sold.

MassMutual Private Wealth & Trust first reported a position in RWR in Q4 2017 and held it in 20 quarters. The position peaked at $216K in Q4 2023. 257 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 118 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $11.6K.
MassMutual Private Wealth & Trust first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 20 quarters.
MassMutual Private Wealth & Trust's State Street SPDR Dow Jones REIT ETF position peaked at $216K in Q4 2023.
257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.