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Strengthening Families & Communities LLC’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Strengthening Families & Communities LLC’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 		$133K Sell
1,174
-57
-5% -$6.24K 0.03% 156
2026
Q1 		$124K Sell
1,231
-262
-18% -$27K 0.03% 160
2025
Q4 		$147K Buy
1,493
+17
+1% +$1.69K 0.05% 100
2025
Q3 		$148K Sell
1,476
-193
-12% -$18.9K 0.03% 183
2025
Q2 		$161K Buy
1,669
+15
+0.9% +$1.44K 0.09% 90
2025
Q1 		$164K Buy
1,654
+10
+0.6% +$998 0.1% 87
2024
Q4 		$162K Buy
1,644
+24
+1% +$2.5K 0.09% 91
2024
Q3 		$173K Buy
1,620
+13
+0.8% +$1.32K 0.04% 161
2024
Q2 		$150K Buy
1,607
+15
+0.9% +$1.36K 0.04% 175
2024
Q1 		$150K Buy
1,592
+9
+0.6% +$837 0.09% 76
2023
Q4 		$151K Buy
1,583
+21
+1% +$1.8K 0.1% 71
2023
Q3 		$130K Buy
1,562
+15
+1% +$1.35K 0.06% 147
2023
Q2 		$140K Buy
+1,547
New +$137K 0.06% 154
2022
Q4 		$132K Buy
1,520
+18
+1% +$1.58K 0.08% 129
2022
Q3 		$126K Buy
1,502
+29
+2% +$2.83K 0.07% 181
2022
Q2 		$173K Hold
1,473
– – 0.1% 127
2022
Q1 		$173K Buy
1,473
+6
+0.4% +$684 0.11% 126
2021
Q4 		$179K Buy
+1,467
New +$169K 0.04% 117

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

Strengthening Families & Communities LLC's RWR Position: Q2 2026 in Review

Strengthening Families & Communities LLC reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 4.6% in Q2 2026, selling an estimated $6.24K and leaving 1,174 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #156.

Strengthening Families & Communities LLC first reported a position in RWR in Q4 2021 and has held it in 18 quarters since. The position peaked at $179K in Q4 2021. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Strengthening Families & Communities LLC held 1,174 shares of State Street SPDR Dow Jones REIT ETF worth $133K as of Q2 2026.
  • Strengthening Families & Communities LLC sold 57 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $6.24K.
  • State Street SPDR Dow Jones REIT ETF made up 0.03% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #156 holding.
  • Strengthening Families & Communities LLC first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and has held it in 18 quarters since.
  • Strengthening Families & Communities LLC's State Street SPDR Dow Jones REIT ETF position peaked at $179K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.