Private Advisor Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Private Advisor Group’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
2023 Q4	–	Sell	-4,000	Closed	-$3.32K	–	2463
2023 Q3	$3.32K	Buy	+4,000	New	+$359K	﹤0.01%	2223

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

Private Advisor Group's RWR Position: Q2 2026 in Review

Private Advisor Group increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 1.7% in Q2 2026, buying an estimated $254K and bringing the position to 141,935 shares worth $16M. The position accounts for 0.07% of the portfolio, ranked #279.

Private Advisor Group first reported a position in RWR in Q1 2014 and has held it in 50 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Private Advisor Group held 141,935 shares of State Street SPDR Dow Jones REIT ETF worth $16M as of Q2 2026.
Private Advisor Group bought 2,321 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $254K.
State Street SPDR Dow Jones REIT ETF made up 0.07% of Private Advisor Group's portfolio in Q2 2026, its #279 holding.
Private Advisor Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2014 and has held it in 50 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.