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

New Hampshire 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
2025
Q2 		– Sell
-3,864
Closed -$383K – 178
2025
Q1 		$383K Sell
3,864
-293
-7% -$29.3K 0.09% 127
2024
Q4 		$411K Buy
+4,157
New +$433K 0.09% 124
2023
Q2 		– Sell
-752
Closed -$66.8K – 301
2023
Q1 		$66.8K Sell
752
-328
-30% -$30K 0.02% 235
2022
Q4 		$94.1K Buy
+1,080
New +$94.6K 0.02% 215

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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

New Hampshire Trust's RWR Position: Q2 2025 in Review

New Hampshire Trust sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 3,864 shares — an estimated $383K sold.

New Hampshire Trust first reported a position in RWR in Q4 2022 and held it in 4 quarters. The position peaked at $411K in Q4 2024. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.

  • New Hampshire Trust reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
  • New Hampshire Trust sold 3,864 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $383K.
  • New Hampshire Trust first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and held it in 4 quarters.
  • New Hampshire Trust's State Street SPDR Dow Jones REIT ETF position peaked at $411K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.

Based on New Hampshire Trust's 13F filing for Q2 2025, filed 31 Jul 2025.