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

Strategic Wealth 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	$1.36K	Hold	12	–	–	﹤0.01%	1233
2026 Q1	$1.21K	Sell	12 -8	-40%	-$825	﹤0.01%	1217
2025 Q4	$1.97K	Buy	20 +14	+233%	+$1.4K	﹤0.01%	1199
2025 Q3	$602	Hold	6	–	–	﹤0.01%	1246
2025 Q2	$579	Buy	+6	New	+$576	﹤0.01%	1076

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

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

Strategic Wealth Partners held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 12 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Strategic Wealth Partners first reported a position in RWR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.97K in Q4 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Strategic Wealth Partners held 12 shares of State Street SPDR Dow Jones REIT ETF worth $1.36K as of Q2 2026.
Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #1233 holding.
Strategic Wealth Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2025 and has held it in 5 quarters since.
Strategic Wealth Partners's State Street SPDR Dow Jones REIT ETF position peaked at $1.97K in Q4 2025.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.