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 Q3	$91.8K	Buy	+875	New	+$98.9K	﹤0.01%	772
2026 Q2	–	Sell	-23	Closed	-$2.32K	–	2616
2026 Q1	$2.32K	Buy	+23	New	+$2.37K	﹤0.01%	2255

Other funds holding RWR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

FFC

Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

St. Clair Advisors Mayfield Hts, Ohio $402M AUM 15.89% 1-Year Est. Return

DT Investment Partners Chadds Ford, Pennsylvania $1.37B AUM 14.49% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Root Financial Partners's RWR Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2026: 875 shares worth $91.8K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RWR as recently as Q1 2026.

Root Financial Partners first reported a position in RWR in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold RWR as of Q3 2026.

Root Financial Partners held 875 shares of State Street SPDR Dow Jones REIT ETF worth $91.8K as of Q3 2026.
State Street SPDR Dow Jones REIT ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #772 holding.
Root Financial Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2026 and has held it in 2 quarters since.
104 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.