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

Spire 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 Q2	$28.5K	Hold	252	–	–	﹤0.01%	1331
2026 Q1	$25.4K	Hold	252	–	–	﹤0.01%	1350
2025 Q4	$24.8K	Hold	252	–	–	﹤0.01%	1406
2025 Q3	$25.3K	Hold	252	–	–	﹤0.01%	1455
2025 Q2	$24.3K	Hold	252	–	–	﹤0.01%	1445
2025 Q1	$25K	Hold	252	–	–	﹤0.01%	1529
2024 Q4	$24.9K	Hold	252	–	–	﹤0.01%	1546
2024 Q3	$26.9K	Hold	252	–	–	﹤0.01%	1343
2024 Q2	$23.5K	Hold	252	–	–	﹤0.01%	1386
2024 Q1	$23.8K	Hold	252	–	–	﹤0.01%	1457
2023 Q4	$23.5K	Hold	252	–	–	﹤0.01%	1477
2023 Q3	$20.9K	Hold	252	–	–	﹤0.01%	1486
2023 Q2	$22.8K	Hold	252	–	–	﹤0.01%	1545
2023 Q1	$22.4K	Hold	252	–	–	﹤0.01%	1577
2022 Q4	$22K	Hold	252	–	–	﹤0.01%	1338
2022 Q3	$21K	Hold	252	–	–	﹤0.01%	1319
2022 Q2	$24K	Sell	252 -94	-27%	-$9.94K	﹤0.01%	1599
2022 Q1	$41K	Hold	346	–	–	﹤0.01%	1521
2021 Q4	$42K	Hold	346	–	–	﹤0.01%	1809
2021 Q3	$36K	Hold	346	–	–	﹤0.01%	1611
2021 Q2	$36K	Hold	346	–	–	﹤0.01%	1633
2021 Q1	$33K	Buy	+346	New	+$31.3K	﹤0.01%	1937

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

Spire Wealth Management's RWR Position: Q2 2026 in Review

Spire Wealth Management held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 252 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Spire Wealth Management first reported a position in RWR in Q1 2021 and has held it in 22 quarters since. The position peaked at $42K in Q4 2021. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Spire Wealth Management held 252 shares of State Street SPDR Dow Jones REIT ETF worth $28.5K as of Q2 2026.
Spire Wealth Management left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1331 holding.
Spire Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $42K in Q4 2021.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.