Signal Advisors Wealth’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Signal Advisors Wealth’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	$458K	Buy	+4,056	New	+$444K	0.02%	436
2025 Q3	–	Sell	-20,471	Closed	-$1.97M	–	524
2025 Q2	$1.97M	Buy	+20,471	New	+$1.97M	0.15%	133

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

Signal Advisors Wealth's RWR Position: Q2 2026 in Review

Signal Advisors Wealth opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 4,056 shares worth $458K. The stake represents 0.02% of the portfolio and ranks #436 among its holdings. This is a return to the name: Signal Advisors Wealth previously reported a position in RWR as recently as Q2 2025.

Signal Advisors Wealth first reported a position in RWR in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.97M in Q2 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Signal Advisors Wealth held 4,056 shares of State Street SPDR Dow Jones REIT ETF worth $458K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Signal Advisors Wealth position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #436 holding.
Signal Advisors Wealth first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2025 and has held it in 2 quarters since.
Signal Advisors Wealth's State Street SPDR Dow Jones REIT ETF position peaked at $1.97M in Q2 2025.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.