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Strategic Financial Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Strategic Financial Partners’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 		$623K Buy
5,517
+190
+4% +$20.8K 0.24% 50
2026
Q1 		$538K Sell
5,327
-449
-8% -$46.3K 0.23% 51
2025
Q4 		$567K Sell
5,776
-104
-2% -$10.4K 0.25% 48
2025
Q3 		$590K Buy
5,880
+317
+6% +$31.1K 0.27% 47
2025
Q2 		$537K Sell
5,563
-27
-0.5% -$2.59K 0.25% 48
2025
Q1 		$554K Buy
5,590
+77
+1% +$7.69K 0.29% 47
2024
Q4 		$545K Sell
5,513
-2
-0% -$208 0.28% 47
2024
Q3 		$589K Buy
5,515
+85
+2% +$8.6K 0.3% 45
2024
Q2 		$506K Sell
5,430
-1,189
-18% -$108K 0.28% 45
2024
Q1 		$624K Buy
6,619
+127
+2% +$11.8K 0.35% 44
2023
Q4 		$619K Sell
6,492
-26
-0.4% -$2.23K 0.36% 38
2023
Q3 		$541K Buy
6,518
+22
+0.3% +$1.98K 0.33% 42
2023
Q2 		$588K Sell
6,496
-35
-0.5% -$3.09K 0.33% 40
2023
Q1 		$580K Buy
6,531
+118
+2% +$10.8K 0.36% 40
2022
Q4 		$559K Hold
6,413
– – 0.34% 38
2022
Q3 		$540K Sell
6,413
-225
-3% -$21.9K 0.34% 33
2022
Q2 		$631K Sell
6,638
-20
-0.3% -$2.12K 0.37% 35
2022
Q1 		$781K Sell
6,658
-422
-6% -$48.1K 0.4% 33
2021
Q4 		$865K Sell
7,080
-162
-2% -$18.7K 0.42% 33
2021
Q3 		$764K Buy
7,242
+720
+11% +$78.9K 0.41% 34
2021
Q2 		$684K Buy
6,522
+106
+2% +$10.9K 0.38% 34
2021
Q1 		$607K Sell
6,416
-1,647
-20% -$149K 0.36% 37
2020
Q4 		$699K Sell
8,063
-37
-0.5% -$3.09K 0.46% 32
2020
Q3 		$632K Buy
8,100
+1,779
+28% +$142K 0.49% 31
2020
Q2 		$493K Buy
6,321
+26
+0.4% +$1.99K 0.41% 34
2020
Q1 		$455K Buy
6,295
+899
+17% +$85.1K 0.48% 36
2019
Q4 		$551K Buy
+5,396
New +$558K 0.45% 45

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Financial Partners's RWR Position: Q2 2026 in Review

Strategic Financial Partners increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 3.6% in Q2 2026, buying an estimated $20.8K and bringing the position to 5,517 shares worth $623K. The position accounts for 0.24% of the portfolio, ranked #50.

Strategic Financial Partners first reported a position in RWR in Q4 2019 and has held it in 27 quarters since. The position peaked at $865K in Q4 2021. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Strategic Financial Partners held 5,517 shares of State Street SPDR Dow Jones REIT ETF worth $623K as of Q2 2026.
  • Strategic Financial Partners bought 190 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $20.8K.
  • State Street SPDR Dow Jones REIT ETF made up 0.24% of Strategic Financial Partners's portfolio in Q2 2026, its #50 holding.
  • Strategic Financial Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and has held it in 27 quarters since.
  • Strategic Financial Partners's State Street SPDR Dow Jones REIT ETF position peaked at $865K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.