Plancorp LLC’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Plancorp LLC’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	$303K	Buy	+2,646	New	+$290K	0.01%	325

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

Plancorp LLC's RWR Position: Q2 2026 in Review

Plancorp LLC opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 2,646 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings.

287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Plancorp LLC held 2,646 shares of State Street SPDR Dow Jones REIT ETF worth $303K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Plancorp LLC position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #325 holding.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.