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

Rossby Financial’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	$4.63K	Hold	41	–	–	﹤0.01%	1475
2026 Q1	$4.16K	Buy	+41	New	+$4.23K	﹤0.01%	1557

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

Rossby Financial's RWR Position: Q2 2026 in Review

Rossby Financial held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 41 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Rossby Financial first reported a position in RWR in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Rossby Financial held 41 shares of State Street SPDR Dow Jones REIT ETF worth $4.63K as of Q2 2026.
Rossby Financial left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1475 holding.
Rossby Financial first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2026 and has held it in 2 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.