NFP Retirement Inc’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

NFP Retirement Inc’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	$4.83M	Buy	42,286 +524	+1%	+$57.4K	0.27%	65
2026 Q1	$4.22M	Buy	41,762 +3,736	+10%	+$385K	0.25%	67
2025 Q4	$3.74M	Buy	38,026 +8,050	+27%	+$802K	0.23%	69
2025 Q3	$3.01M	Buy	29,976 +5,160	+21%	+$507K	0.19%	72
2025 Q2	$2.39M	Buy	24,816 +5,589	+29%	+$536K	0.16%	85
2025 Q1	$1.91M	Buy	+19,227	New	+$1.92M	0.15%	78

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

NFP Retirement Inc's RWR Position: Q2 2026 in Review

NFP Retirement Inc increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 1.3% in Q2 2026, buying an estimated $57.4K and bringing the position to 42,286 shares worth $4.83M. The position accounts for 0.27% of the portfolio, ranked #65.

NFP Retirement Inc first reported a position in RWR in Q1 2025 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

NFP Retirement Inc held 42,286 shares of State Street SPDR Dow Jones REIT ETF worth $4.83M as of Q2 2026.
NFP Retirement Inc bought 524 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $57.4K.
State Street SPDR Dow Jones REIT ETF made up 0.27% of NFP Retirement Inc's portfolio in Q2 2026, its #65 holding.
NFP Retirement Inc first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2025 and has held it in 6 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.