SHP Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

SHP Wealth Management’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	$606	Buy	+6	New	+$618	﹤0.01%	1585

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

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

SHP Wealth Management's RWR Position: Q1 2026 in Review

SHP Wealth Management opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2026: 6 shares worth $606. The stake represents ﹤0.01% of the portfolio and ranks #1585 among its holdings.

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

SHP Wealth Management held 6 shares of State Street SPDR Dow Jones REIT ETF worth $606 as of Q1 2026.
State Street SPDR Dow Jones REIT ETF was a new SHP Wealth Management position in Q1 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1585 holding.
257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.