Quest 10 Wealth Builders’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Quest 10 Wealth Builders’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	$3.16K	Buy	28 +15	+115%	+$1.64K	﹤0.01%	582
2026 Q1	$1.31K	Hold	13	–	–	﹤0.01%	668
2025 Q4	$1.28K	Sell	13 -1	-7%	-$100	﹤0.01%	610
2025 Q3	$1.4K	Sell	14 -1	-7%	-$98	﹤0.01%	664
2025 Q2	$1.45K	Buy	15 +2	+15%	+$192	﹤0.01%	605
2025 Q1	$1.29K	Hold	13	–	–	﹤0.01%	590
2024 Q4	$1.28K	Buy	+13	New	+$1.35K	﹤0.01%	637

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

Quest 10 Wealth Builders's RWR Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 115% in Q2 2026, buying an estimated $1.64K and bringing the position to 28 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Quest 10 Wealth Builders first reported a position in RWR in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Quest 10 Wealth Builders held 28 shares of State Street SPDR Dow Jones REIT ETF worth $3.16K as of Q2 2026.
Quest 10 Wealth Builders bought 15 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $1.64K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #582 holding.
Quest 10 Wealth Builders first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2024 and has held it in 7 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.