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

Simplex Trading’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	$66.7K	Buy	590 +159	+37%	+$17.4K	﹤0.01%	5998
2026 Q1	$43.5K	Buy	+431	New	+$44.4K	﹤0.01%	6031
2024 Q4	–	Sell	-45	Closed	-$4K	–	9483
2024 Q3	$4K	Buy	45 +35	+350%	+$3.54K	﹤0.01%	7764
2024 Q2	$0	Buy	+10	New	+$907	﹤0.01%	9665
2022 Q2	–	Sell	-859	Closed	-$100K	–	10928
2022 Q1	$100K	Sell	859 -300	-26%	-$34.2K	﹤0.01%	6148
2021 Q4	$141K	Buy	+1,159	New	+$133K	﹤0.01%	5698
2019 Q4	–	Sell	-300	Closed	-$31K	–	7877
2019 Q3	$31K	Buy	+300	New	+$30.6K	﹤0.01%	5468
2019 Q2	–	Sell	-1,295	Closed	-$128K	–	7691
2019 Q1	$128K	Buy	+1,295	New	+$123K	﹤0.01%	4085
2018 Q3	–	Sell	-422	Closed	-$39K	–	7960
2018 Q2	$39K	Sell	422 -27	-6%	-$2.4K	﹤0.01%	5315
2018 Q1	$38K	Buy	+449	New	+$38.9K	﹤0.01%	2713
2017 Q3	–	Sell	-244	Closed	-$22K	–	6535
2017 Q2	$22K	Buy	+244	New	+$22.7K	﹤0.01%	3222
2017 Q1	–	Sell	-6	Closed	–	–	6700
2016 Q4	$0	Buy	+6	New	+$549	﹤0.01%	6420
2015 Q2	–	Sell	-548	Closed	-$51K	–	5764
2015 Q1	$51K	Buy	+548	New	+$52.1K	0.01%	1553

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

Simplex Trading's RWR Position: Q2 2026 in Review

Simplex Trading increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 37% in Q2 2026, buying an estimated $17.4K and bringing the position to 590 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5998.

Simplex Trading first reported a position in RWR in Q1 2015 and has held it in 13 quarters since. The position peaked at $141K in Q4 2021. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Simplex Trading held 590 shares of State Street SPDR Dow Jones REIT ETF worth $66.7K as of Q2 2026.
Simplex Trading bought 159 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $17.4K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5998 holding.
Simplex Trading first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2015 and has held it in 13 quarters since.
Simplex Trading's State Street SPDR Dow Jones REIT ETF position peaked at $141K in Q4 2021.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.