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

SignatureFD’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	$187K	Hold	1,854	–	–	﹤0.01%	1043
2025 Q4	$182K	Hold	1,854	–	–	﹤0.01%	1019
2025 Q3	$186K	Buy	+1,854	New	+$182K	﹤0.01%	997
2020 Q1	–	Sell	-829	Closed	-$85K	–	2425
2019 Q4	$85K	Sell	829 -45	-5%	-$4.66K	0.01%	770
2019 Q3	$91K	Buy	874 +719	+464%	+$73.3K	0.01%	677
2019 Q2	$15K	Buy	+155	New	+$15.4K	﹤0.01%	1298
2019 Q1	–	Sell	-560	Closed	-$48K	–	2045
2018 Q4	$48K	Buy	560 +129	+30%	+$11.8K	﹤0.01%	864
2018 Q3	$40K	Sell	431 -106	-20%	-$10.1K	﹤0.01%	953
2018 Q2	$50K	Hold	537	–	–	0.01%	863
2018 Q1	$46K	Buy	+537	New	+$46.6K	0.01%	777
2017 Q2	–	Sell	-3,277	Closed	-$302K	–	314
2017 Q1	$302K	Hold	3,277	–	–	0.04%	197
2016 Q4	$306K	Sell	3,277 -330	-9%	-$30.2K	0.05%	158
2016 Q3	$351K	Hold	3,607	–	–	0.05%	138
2016 Q2	$359K	Buy	3,607 +1,927	+115%	+$182K	0.05%	107
2016 Q1	$160K	Buy	+1,680	New	+$149K	0.03%	194
2015 Q3	–	Sell	-249	Closed	-$21K	–	1339
2015 Q2	$21K	Hold	249	–	–	﹤0.01%	465
2015 Q1	$24K	Hold	249	–	–	0.01%	405
2014 Q4	$23K	Buy	+249	New	+$21.8K	0.01%	393
2013 Q3	–	Sell	-13	Closed	-$1K	–	742
2013 Q2	$1K	Buy	+13	New	+$1.04K	﹤0.01%	528

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

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

SignatureFD's RWR Position: Q1 2026 in Review

SignatureFD held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q1 2026 at 1,854 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

SignatureFD first reported a position in RWR in Q2 2013 and has held it in 19 quarters since. The position peaked at $359K in Q2 2016. 257 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

SignatureFD held 1,854 shares of State Street SPDR Dow Jones REIT ETF worth $187K as of Q1 2026.
SignatureFD left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q1 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1043 holding.
SignatureFD first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and has held it in 19 quarters since.
SignatureFD's State Street SPDR Dow Jones REIT ETF position peaked at $359K in Q2 2016.
257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.