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

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

Root Financial Partners's RWR Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026, closing a stake of 23 shares — an estimated $2.32K sold.

Root Financial Partners first reported a position in RWR in Q1 2026 and held it in 1 quarter. The position peaked at $2.32K in Q1 2026. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 23 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $2.32K.
Root Financial Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2026 and held it in 1 quarter.
Root Financial Partners's State Street SPDR Dow Jones REIT ETF position peaked at $2.32K in Q1 2026.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.