Midwest Trust’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Midwest 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 Q2	$237K	Sell	2,096 -1,322	-39%	-$145K	﹤0.01%	572
2026 Q1	$345K	Sell	3,418 -3,387	-50%	-$349K	﹤0.01%	493
2025 Q4	$668K	Buy	6,805 +2,806	+70%	+$280K	0.01%	392
2025 Q3	$401K	Hold	3,999	–	–	0.01%	454
2025 Q2	$386K	Buy	+3,999	New	+$384K	0.01%	467

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

Midwest Trust's RWR Position: Q2 2026 in Review

Midwest Trust reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 39% in Q2 2026, selling an estimated $145K and leaving 2,096 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Midwest Trust first reported a position in RWR in Q2 2025 and has held it in 5 quarters since. The position peaked at $668K in Q4 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Midwest Trust held 2,096 shares of State Street SPDR Dow Jones REIT ETF worth $237K as of Q2 2026.
Midwest Trust sold 1,322 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $145K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #572 holding.
Midwest Trust first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's State Street SPDR Dow Jones REIT ETF position peaked at $668K in Q4 2025.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.