OneDigital Investment Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

OneDigital Investment 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	$493K	Hold	4,363	–	–	﹤0.01%	1042
2026 Q1	$441K	Hold	4,363	–	–	﹤0.01%	1002
2025 Q4	$429K	Hold	4,363	–	–	﹤0.01%	1020
2025 Q3	$438K	Hold	4,363	–	–	﹤0.01%	998
2025 Q2	$421K	Sell	4,363 -15	-0.3%	-$1.44K	﹤0.01%	979
2025 Q1	$434K	Buy	4,378 +15	+0.3%	+$1.5K	0.01%	913
2024 Q4	$431K	Hold	4,363	–	–	0.01%	948
2024 Q3	$466K	Hold	4,363	–	–	0.01%	961
2024 Q2	$406K	Hold	4,363	–	–	0.01%	984
2024 Q1	$411K	Hold	4,363	–	–	0.01%	807
2023 Q4	$416K	Hold	4,363	–	–	0.01%	782
2023 Q3	$362K	Sell	4,363 -47	-1%	-$4.22K	0.01%	744
2023 Q2	$399K	Hold	4,410	–	–	0.01%	721
2023 Q1	$392K	Buy	4,410 +10	+0.2%	+$913	0.01%	693
2022 Q4	$383K	Hold	4,400	–	–	0.01%	589
2022 Q3	$371K	Hold	4,400	–	–	0.01%	540
2022 Q2	$418K	Hold	4,400	–	–	0.02%	474
2022 Q1	$516K	Sell	4,400 -31	-0.7%	-$3.53K	0.02%	438
2021 Q4	$541K	Sell	4,431 -1	-0%	-$115	0.02%	427
2021 Q3	$467K	Buy	4,432 +9	+0.2%	+$986	0.02%	434
2021 Q2	$464K	Buy	4,423 +23	+0.5%	+$2.36K	0.02%	426
2021 Q1	$417K	Hold	4,400	–	–	0.02%	417
2020 Q4	$381K	Hold	4,400	–	–	0.02%	414
2020 Q3	$343K	Sell	4,400 -600	-12%	-$47.7K	0.02%	388
2020 Q2	$390K	Sell	5,000 -15	-0.3%	-$1.15K	0.03%	368
2020 Q1	$362K	Buy	5,015 +15	+0.3%	+$1.42K	0.03%	330
2019 Q4	$510K	Hold	5,000	–	–	0.04%	294
2019 Q3	$523K	Buy	5,000 +600	+14%	+$61.1K	0.05%	265
2019 Q2	$435K	Buy	+4,400	New	+$437K	0.03%	274
2018 Q3	–	Sell	-325	Closed	-$31K	–	1178
2018 Q2	$31K	Hold	325	–	–	0.01%	660
2018 Q1	$28K	Hold	325	–	–	0.01%	689
2017 Q4	$30K	Buy	+325	New	+$30.4K	﹤0.01%	661
2017 Q3	–	Sell	-325	Closed	-$30K	–	1150
2017 Q2	$30K	Buy	+325	New	+$30.2K	0.01%	612

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

OneDigital Investment Advisors's RWR Position: Q2 2026 in Review

OneDigital Investment Advisors held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 4,363 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

OneDigital Investment Advisors first reported a position in RWR in Q2 2017 and has held it in 33 quarters since. The position peaked at $541K in Q4 2021. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

OneDigital Investment Advisors held 4,363 shares of State Street SPDR Dow Jones REIT ETF worth $493K as of Q2 2026.
OneDigital Investment Advisors left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1042 holding.
OneDigital Investment Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2017 and has held it in 33 quarters since.
OneDigital Investment Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $541K in Q4 2021.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.