Synergy Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Synergy Investment 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	$27.4K	Hold	243	–	–	0.01%	473
2026 Q1	$24.5K	Buy	+243	New	+$25K	0.01%	371
2025 Q2	–	Sell	-243	Closed	-$24.1K	–	461
2025 Q1	$24.1K	Sell	243 -48	-16%	-$4.79K	0.01%	296
2024 Q4	$28.7K	Buy	+291	New	+$30.3K	0.01%	285

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

Synergy Investment Management's RWR Position: Q2 2026 in Review

Synergy Investment Management held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 243 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #473.

Synergy Investment Management first reported a position in RWR in Q4 2024 and has held it in 4 quarters since. The position peaked at $28.7K in Q4 2024. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Synergy Investment Management held 243 shares of State Street SPDR Dow Jones REIT ETF worth $27.4K as of Q2 2026.
Synergy Investment 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 Synergy Investment Management's portfolio in Q2 2026, its #473 holding.
Synergy Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's State Street SPDR Dow Jones REIT ETF position peaked at $28.7K in Q4 2024.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.