Raymond James Financial’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Raymond James Financial’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	$4.18M	Buy	37,025 +514	+1%	+$56.3K	﹤0.01%	2884
2026 Q1	$3.69M	Sell	36,511 -21,284	-37%	-$2.19M	﹤0.01%	2842
2025 Q4	$5.68M	Buy	57,795 +20,706	+56%	+$2.06M	﹤0.01%	2414
2025 Q3	$3.72M	Sell	37,089 -723	-2%	-$71K	﹤0.01%	2693
2025 Q2	$3.65M	Sell	37,812 -441	-1%	-$42.3K	﹤0.01%	2596
2025 Q1	$3.79M	Sell	38,253 -12,323	-24%	-$1.23M	﹤0.01%	2509
2024 Q4	$5M	Buy	+50,576	New	+$5.27M	﹤0.01%	2334

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

Raymond James Financial's RWR Position: Q2 2026 in Review

Raymond James Financial increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 1.4% in Q2 2026, buying an estimated $56.3K and bringing the position to 37,025 shares worth $4.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2884.

Raymond James Financial first reported a position in RWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.68M in Q4 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Raymond James Financial held 37,025 shares of State Street SPDR Dow Jones REIT ETF worth $4.18M as of Q2 2026.
Raymond James Financial bought 514 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $56.3K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2884 holding.
Raymond James Financial first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's State Street SPDR Dow Jones REIT ETF position peaked at $5.68M in Q4 2025.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.