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

Summit Financial’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 		$938K Sell
8,305
-451
-5% -$49.4K 0.01% 858
2026
Q1 		$884K Buy
+8,756
New +$903K 0.01% 817

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

Summit Financial's RWR Position: Q2 2026 in Review

Summit Financial reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 5.2% in Q2 2026, selling an estimated $49.4K and leaving 8,305 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #858.

Summit Financial first reported a position in RWR in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Summit Financial held 8,305 shares of State Street SPDR Dow Jones REIT ETF worth $938K as of Q2 2026.
  • Summit Financial sold 451 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $49.4K.
  • State Street SPDR Dow Jones REIT ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #858 holding.
  • Summit Financial first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.