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 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 $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return