Richardson Financial Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Richardson Financial Services’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	$209K	Buy	1,853 +1,263	+214%	+$138K	0.12%	160
2026 Q1	$59.6K	Sell	590 -294	-33%	-$30.3K	0.04%	277
2025 Q4	$86.8K	Sell	884 -304	-26%	-$30.3K	0.03%	241
2025 Q3	$119K	Sell	1,188 -6,954	-85%	-$683K	0.07%	196
2025 Q2	$790K	Buy	8,142 +7,418	+1,025%	+$712K	0.53%	45
2025 Q1	$71.8K	Sell	724 -296	-29%	-$29.6K	0.05%	209
2024 Q4	$99.8K	Sell	1,020 -56	-5%	-$5.83K	0.07%	190
2024 Q3	$100K	Hold	1,076	–	–	0.06%	200
2024 Q2	$100K	Buy	1,076 +24	+2%	+$2.18K	0.07%	191
2024 Q1	$99.2K	Buy	1,052 +6	+0.6%	+$558	0.07%	197
2023 Q4	$99.7K	Buy	+1,046	New	+$89.9K	0.09%	175

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

Richardson Financial Services's RWR Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 214% in Q2 2026, buying an estimated $138K and bringing the position to 1,853 shares worth $209K. The position accounts for 0.12% of the portfolio, ranked #160.

Richardson Financial Services first reported a position in RWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $790K in Q2 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Richardson Financial Services held 1,853 shares of State Street SPDR Dow Jones REIT ETF worth $209K as of Q2 2026.
Richardson Financial Services bought 1,263 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $138K.
State Street SPDR Dow Jones REIT ETF made up 0.12% of Richardson Financial Services's portfolio in Q2 2026, its #160 holding.
Richardson Financial Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's State Street SPDR Dow Jones REIT ETF position peaked at $790K in Q2 2025.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.