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Principal Securities’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,519
Closed -$152K – 3102
2025
Q3 		$152K Sell
1,519
-1,453
-49% -$143K ﹤0.01% 1410
2025
Q2 		$287K Buy
2,972
+1,742
+142% +$167K 0.01% 1083
2025
Q1 		$122K Hold
1,230
– – ﹤0.01% 1344
2024
Q4 		$122K Buy
1,230
+486
+65% +$50.6K ﹤0.01% 1344
2024
Q3 		$79.4K Buy
744
+131
+21% +$13.3K ﹤0.01% 1495
2024
Q2 		$57K Buy
613
+132
+27% +$12K ﹤0.01% 1565
2024
Q1 		$45.3K Buy
481
+164
+52% +$15.3K ﹤0.01% 1616
2023
Q4 		$30.2K Buy
+317
New +$27.3K ﹤0.01% 1717

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
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return