MML Investors Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

MML Investors Services’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	$5.43M	Buy	48,089 +3,380	+8%	+$370K	0.01%	949
2026 Q1	$4.51M	Sell	44,709 -2,219	-5%	-$229K	0.01%	860
2025 Q4	$4.61M	Buy	46,928 +2,471	+6%	+$246K	0.01%	910
2025 Q3	$4.46M	Sell	44,457 -1,239	-3%	-$122K	0.01%	868
2025 Q2	$4.41M	Buy	45,696 +2,390	+6%	+$229K	0.01%	840
2025 Q1	$4.29M	Sell	43,306 -29,309	-40%	-$2.93M	0.01%	799
2024 Q4	$7.18M	Buy	72,615 +2,615	+4%	+$272K	0.02%	567
2024 Q3	$7.47M	Buy	70,000 +1,661	+2%	+$168K	0.03%	530
2024 Q2	$6.36M	Sell	68,339 -3,965	-5%	-$360K	0.03%	554
2024 Q1	$6.82M	Buy	72,304 +20,180	+39%	+$1.88M	0.03%	523
2023 Q4	$4.97M	Buy	52,124 +2,910	+6%	+$250K	0.02%	593
2023 Q3	$4.08M	Sell	49,214 -11,837	-19%	-$1.06M	0.02%	623
2023 Q2	$5.52M	Sell	61,051 -1,486	-2%	-$131K	0.03%	496
2023 Q1	$5.55M	Sell	62,537 -4,887	-7%	-$446K	0.04%	432
2022 Q4	$5.88M	Buy	67,424 +4,274	+7%	+$374K	0.04%	441
2022 Q3	$5.32M	Buy	63,150 +457	+0.7%	+$44.6K	0.04%	425
2022 Q2	$5.96M	Sell	62,693 -895	-1%	-$94.7K	0.05%	370
2022 Q1	$7.46M	Buy	63,588 +169	+0.3%	+$19.3K	0.05%	337
2021 Q4	$7.75M	Sell	63,419 -3,130	-5%	-$360K	0.06%	325
2021 Q3	$7.02M	Sell	66,549 -1,771	-3%	-$194K	0.06%	330
2021 Q2	$7.17M	Buy	68,320 +514	+0.8%	+$52.6K	0.06%	314
2021 Q1	$6.42M	Sell	67,806 -2,362	-3%	-$214K	0.06%	301
2020 Q4	$6.08M	Sell	70,168 -17,659	-20%	-$1.48M	0.07%	283
2020 Q3	$6.85M	Buy	87,827 +4,914	+6%	+$391K	0.09%	219
2020 Q2	$6.47M	Sell	82,913 -14,043	-14%	-$1.08M	0.09%	231
2020 Q1	$7M	Buy	96,956 +4,508	+5%	+$427K	0.12%	193
2019 Q4	$9.43M	Buy	92,448 +55	+0.1%	+$5.69K	0.14%	176
2019 Q3	$9.66M	Sell	92,393 -9,911	-10%	-$1.01M	0.16%	154
2019 Q2	$10.1M	Buy	102,304 +2,867	+3%	+$285K	0.15%	168
2019 Q1	$9.84M	Sell	99,437 -152	-0.2%	-$14.4K	0.15%	165
2018 Q4	$8.56M	Buy	99,589 +3,743	+4%	+$342K	0.15%	162
2018 Q3	$8.94M	Buy	95,846 +6,505	+7%	+$617K	0.15%	157
2018 Q2	$8.39M	Sell	89,341 -107,756	-55%	-$9.59M	0.18%	134
2018 Q1	$17M	Sell	197,097 -18,892	-9%	-$1.64M	0.36%	73
2017 Q4	$20.2M	Sell	215,989 -15,584	-7%	-$1.46M	0.39%	69
2017 Q3	$21.4M	Sell	231,573 -3,413	-1%	-$317K	0.44%	57
2017 Q2	$21.8M	Buy	+234,986	New	+$21.8M	0.42%	63

Other funds holding RWR

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SCA

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

MML Investors Services's RWR Position: Q2 2026 in Review

MML Investors Services increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 7.6% in Q2 2026, buying an estimated $370K and bringing the position to 48,089 shares worth $5.43M. The position accounts for 0.01% of the portfolio, ranked #949.

MML Investors Services first reported a position in RWR in Q2 2017 and has held it in 37 quarters since. The position peaked at $21.8M in Q2 2017. 168 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

MML Investors Services held 48,089 shares of State Street SPDR Dow Jones REIT ETF worth $5.43M as of Q2 2026.
MML Investors Services bought 3,380 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $370K.
State Street SPDR Dow Jones REIT ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #949 holding.
MML Investors Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2017 and has held it in 37 quarters since.
MML Investors Services's State Street SPDR Dow Jones REIT ETF position peaked at $21.8M in Q2 2017.
168 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.