TD Private Client Wealth’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

TD Private Client Wealth’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	$93.7K	Hold	829	–	–	﹤0.01%	783
2026 Q1	$83.7K	Buy	829 +152	+22%	+$15.7K	﹤0.01%	785
2025 Q4	$66.5K	Hold	677	–	–	﹤0.01%	836
2025 Q3	$67.9K	Buy	677 +56	+9%	+$5.5K	﹤0.01%	808
2025 Q2	$59.9K	Sell	621 -411	-40%	-$39.5K	﹤0.01%	816
2025 Q1	$102K	Buy	1,032 +41	+4%	+$4.09K	﹤0.01%	706
2024 Q4	$98K	Hold	991	–	–	﹤0.01%	719
2024 Q3	$106K	Sell	991 -154	-13%	-$15.6K	﹤0.01%	702
2024 Q2	$107K	Buy	1,145 +51	+5%	+$4.63K	﹤0.01%	683
2024 Q1	$103K	Buy	1,094 +20	+2%	+$1.86K	﹤0.01%	686
2023 Q4	$102K	Sell	1,074 -631	-37%	-$54.2K	﹤0.01%	687
2023 Q3	$141K	Buy	1,705 +51	+3%	+$4.58K	0.01%	597
2023 Q2	$150K	Buy	1,654 +44	+3%	+$3.88K	0.01%	601
2023 Q1	$143K	Buy	1,610 +549	+52%	+$50.1K	0.01%	599
2022 Q4	$92.5K	Buy	1,061 +120	+13%	+$10.5K	﹤0.01%	636
2022 Q3	$79.3K	Buy	941 +40	+4%	+$3.9K	﹤0.01%	651
2022 Q2	$85.7K	Buy	901 +19	+2%	+$2.01K	﹤0.01%	634
2022 Q1	$103K	Hold	882	–	–	﹤0.01%	635
2021 Q4	$108K	Sell	882 -27	-3%	-$3.11K	﹤0.01%	627
2021 Q3	$95.8K	Hold	909	–	–	﹤0.01%	635
2021 Q2	$95.3K	Sell	909 -36	-4%	-$3.69K	﹤0.01%	625
2021 Q1	$89.5K	Sell	945 -19	-2%	-$1.72K	﹤0.01%	616
2020 Q4	$83.6K	Buy	964 +25	+3%	+$2.09K	﹤0.01%	582
2020 Q3	$73.2K	Buy	939 +20	+2%	+$1.59K	﹤0.01%	564
2020 Q2	$71.7K	Buy	919 +422	+85%	+$32.3K	﹤0.01%	559
2020 Q1	$35.9K	Sell	497 -371	-43%	-$35.1K	﹤0.01%	622
2019 Q4	$88.6K	Buy	+868	New	+$89.8K	0.01%	534

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

TD Private Client Wealth's RWR Position: Q2 2026 in Review

TD Private Client Wealth held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 829 shares worth $93.7K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

TD Private Client Wealth first reported a position in RWR in Q4 2019 and has held it in 27 quarters since. The position peaked at $150K in Q2 2023. 288 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

TD Private Client Wealth held 829 shares of State Street SPDR Dow Jones REIT ETF worth $93.7K as of Q2 2026.
TD Private Client Wealth 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 TD Private Client Wealth's portfolio in Q2 2026, its #783 holding.
TD Private Client Wealth first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's State Street SPDR Dow Jones REIT ETF position peaked at $150K in Q2 2023.
288 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.