Root Financial Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Root Financial Partners’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	$2.32K	Buy	+23	New	+$2.37K	﹤0.01%	2255

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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

MSA

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's RWR Position: Q1 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2026: 23 shares worth $2.32K. The stake represents ﹤0.01% of the portfolio and ranks #2255 among its holdings.

257 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

Root Financial Partners held 23 shares of State Street SPDR Dow Jones REIT ETF worth $2.32K as of Q1 2026.
State Street SPDR Dow Jones REIT ETF was a new Root Financial Partners position in Q1 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2255 holding.
257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.