Mercer Global Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Mercer Global Advisors’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	$3.12M	Buy	27,621 +17	+0.1%	+$1.86K	﹤0.01%	1110
2026 Q1	$2.79M	Sell	27,604 -61	-0.2%	-$6.29K	﹤0.01%	1033
2025 Q4	$2.72M	Buy	27,665 +279	+1%	+$27.8K	﹤0.01%	969
2025 Q3	$2.75M	Sell	27,386 -486	-2%	-$47.7K	﹤0.01%	907
2025 Q2	$2.69M	Sell	27,872 -11,218	-29%	-$1.08M	0.01%	769
2025 Q1	$3.87M	Buy	39,090 +9,408	+32%	+$939K	0.01%	617
2024 Q4	$2.93M	Buy	29,682 +387	+1%	+$40.3K	0.01%	705
2024 Q3	$3.12M	Buy	29,295 +319	+1%	+$32.3K	0.01%	622
2024 Q2	$340K	Buy	28,976 +25,459	+724%	+$2.31M	﹤0.01%	1513
2024 Q1	$331K	Buy	3,517 +83	+2%	+$7.72K	﹤0.01%	1508
2023 Q4	$327K	Sell	3,434 -307	-8%	-$26.4K	﹤0.01%	1556
2023 Q3	$310K	Sell	3,741 -95	-2%	-$8.54K	﹤0.01%	1517
2023 Q2	$347K	Buy	3,836 +310	+9%	+$27.4K	﹤0.01%	1421
2023 Q1	$313K	Sell	3,526 -1,441	-29%	-$132K	﹤0.01%	1484
2022 Q4	$433K	Buy	4,967 +1,710	+53%	+$150K	﹤0.01%	1278
2022 Q3	$274K	Buy	3,257 +280	+9%	+$27.3K	﹤0.01%	1469
2022 Q2	$283K	Buy	2,977 +260	+10%	+$27.5K	﹤0.01%	1450
2022 Q1	$319K	Buy	2,717 +43	+2%	+$4.9K	﹤0.01%	1475
2021 Q4	$327K	Buy	2,674 +15	+0.6%	+$1.73K	﹤0.01%	1421
2021 Q3	$280K	Buy	2,659 +61	+2%	+$6.69K	﹤0.01%	1456
2021 Q2	$273K	Buy	2,598 +48	+2%	+$4.92K	﹤0.01%	1425
2021 Q1	$241K	Buy	+2,550	New	+$231K	﹤0.01%	1407
2019 Q4	–	Sell	-1,985	Closed	-$207K	–	1199
2019 Q3	$207K	Buy	+1,985	New	+$202K	﹤0.01%	1023

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

MSA

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Mercer Global Advisors's RWR Position: Q2 2026 in Review

Mercer Global Advisors increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.06% in Q2 2026, buying an estimated $1.86K and bringing the position to 27,621 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Mercer Global Advisors first reported a position in RWR in Q3 2019 and has held it in 23 quarters since. The position peaked at $3.87M in Q1 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Mercer Global Advisors held 27,621 shares of State Street SPDR Dow Jones REIT ETF worth $3.12M as of Q2 2026.
Mercer Global Advisors bought 17 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $1.86K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1110 holding.
Mercer Global Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2019 and has held it in 23 quarters since.
Mercer Global Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $3.87M in Q1 2025.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.