RWPA
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Richard W. Paul & Associates’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Richard W. Paul & Associates’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
Q3 		– Sell
-1,116
Closed -$108K – 336
2025
Q2 		$108K Buy
+1,116
New +$107K 0.04% 180

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Richard W. Paul & Associates's RWR Position: Q3 2025 in Review

Richard W. Paul & Associates sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2025, closing a stake of 1,116 shares — an estimated $108K sold.

Richard W. Paul & Associates first reported a position in RWR in Q2 2025 and held it in 1 quarter. The position peaked at $108K in Q2 2025. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

  • Richard W. Paul & Associates reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 1,116 State Street SPDR Dow Jones REIT ETF shares in Q3 2025, an estimated $108K.
  • Richard W. Paul & Associates first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2025 and held it in 1 quarter.
  • Richard W. Paul & Associates's State Street SPDR Dow Jones REIT ETF position peaked at $108K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on Richard W. Paul & Associates's 13F filing for Q3 2025, filed 13 Nov 2025.