McIlrath & Eck’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

McIlrath & Eck’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	$15.1K	Hold	150	–	–	﹤0.01%	914
2025 Q4	$14.7K	Hold	150	–	–	﹤0.01%	586
2025 Q3	$15K	Hold	150	–	–	﹤0.01%	558
2025 Q2	$14.5K	Hold	150	–	–	﹤0.01%	538
2025 Q1	$14.9K	Hold	150	–	–	﹤0.01%	530
2024 Q4	$14.8K	Hold	150	–	–	﹤0.01%	549
2024 Q3	$16K	Buy	+150	New	+$15.2K	﹤0.01%	523
2023 Q1	–	Sell	-75	Closed	-$6.54K	–	960
2022 Q4	$6.54K	Hold	75	–	–	﹤0.01%	597
2022 Q3	$6K	Hold	75	–	–	﹤0.01%	616
2022 Q2	$7K	Hold	75	–	–	﹤0.01%	572
2022 Q1	$9K	Hold	75	–	–	﹤0.01%	547
2021 Q4	$9K	Hold	75	–	–	﹤0.01%	552
2021 Q3	$8K	Hold	75	–	–	﹤0.01%	557
2021 Q2	$8K	Hold	75	–	–	﹤0.01%	558
2021 Q1	$7K	Hold	75	–	–	﹤0.01%	544
2020 Q4	$7K	Hold	75	–	–	﹤0.01%	484
2020 Q3	$6K	Hold	75	–	–	﹤0.01%	460
2020 Q2	$6K	Hold	75	–	–	﹤0.01%	447
2020 Q1	$5K	Hold	75	–	–	﹤0.01%	442
2019 Q4	$8K	Hold	75	–	–	﹤0.01%	417
2019 Q3	$8K	Hold	75	–	–	﹤0.01%	392
2019 Q2	$7K	Hold	75	–	–	﹤0.01%	408
2019 Q1	$7K	Hold	75	–	–	﹤0.01%	408
2018 Q4	$6K	Hold	75	–	–	﹤0.01%	346
2018 Q3	$7K	Hold	75	–	–	﹤0.01%	345
2018 Q2	$7K	Hold	75	–	–	﹤0.01%	326
2018 Q1	$6K	Hold	75	–	–	﹤0.01%	328
2017 Q4	$7K	Buy	+75	New	+$7.01K	﹤0.01%	324

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McIlrath & Eck's RWR Position: Q1 2026 in Review

McIlrath & Eck held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q1 2026 at 150 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

McIlrath & Eck first reported a position in RWR in Q4 2017 and has held it in 28 quarters since. The position peaked at $16K in Q3 2024. 258 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

McIlrath & Eck held 150 shares of State Street SPDR Dow Jones REIT ETF worth $15.1K as of Q1 2026.
McIlrath & Eck left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q1 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #914 holding.
McIlrath & Eck first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and has held it in 28 quarters since.
McIlrath & Eck's State Street SPDR Dow Jones REIT ETF position peaked at $16K in Q3 2024.
258 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.