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 Q2	–	Sell	-1,854	Closed	-$187K	–	3612
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 $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

SignatureFD's RWR Position: Q2 2026 in Review

SignatureFD sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026, closing a stake of 1,854 shares — an estimated $187K sold.

SignatureFD first reported a position in RWR in Q2 2013 and held it in 19 quarters. The position peaked at $359K in Q2 2016. 288 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

SignatureFD reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2026 after selling out during the quarter.
SignatureFD sold 1,854 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $187K.
SignatureFD first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and held it in 19 quarters.
SignatureFD's State Street SPDR Dow Jones REIT ETF position peaked at $359K in Q2 2016.
288 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.