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United Capital Financial Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

United Capital Financial Advisors’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
Q1 		$311K Buy
3,080
+255
+9% +$26.3K ﹤0.01% 1335
2025
Q4 		$278K Sell
2,825
-149
-5% -$14.8K ﹤0.01% 1202
2025
Q3 		$298K Sell
2,974
-134
-4% -$13.2K ﹤0.01% 1020
2025
Q2 		$300K Buy
3,108
+114
+4% +$10.9K ﹤0.01% 925
2025
Q1 		$297K Hold
2,994
– – ﹤0.01% 890
2024
Q4 		$296K Hold
2,994
– – ﹤0.01% 885
2024
Q3 		$320K Hold
2,994
– – ﹤0.01% 855
2024
Q2 		$279K Sell
2,994
-21
-0.7% -$1.91K ﹤0.01% 879
2024
Q1 		$284K Buy
3,015
+17
+0.6% +$1.58K ﹤0.01% 897
2023
Q4 		$286K Sell
2,998
-4,455
-60% -$383K ﹤0.01% 891
2023
Q3 		$618K Sell
7,453
-1,030
-12% -$92.6K ﹤0.01% 599
2023
Q2 		$767K Buy
8,483
+3,168
+60% +$280K ﹤0.01% 606
2023
Q1 		$472K Sell
5,315
-2,254
-30% -$206K ﹤0.01% 735
2022
Q4 		$660K Buy
7,569
+1,127
+17% +$98.7K ﹤0.01% 711
2022
Q3 		$543K Buy
6,442
+1,092
+20% +$106K ﹤0.01% 744
2022
Q2 		$509K Sell
5,350
-332
-6% -$35.1K ﹤0.01% 790
2022
Q1 		$667K Sell
5,682
-3,827
-40% -$436K ﹤0.01% 770
2021
Q4 		$1.16M Buy
9,509
+793
+9% +$91.3K 0.01% 648
2021
Q3 		$919K Buy
8,716
+827
+10% +$90.6K ﹤0.01% 699
2021
Q2 		$827K Sell
7,889
-111
-1% -$11.4K ﹤0.01% 741
2021
Q1 		$757K Sell
8,000
-907
-10% -$82.1K ﹤0.01% 742
2020
Q4 		$772K Sell
8,907
-217
-2% -$18.1K ﹤0.01% 744
2020
Q3 		$711K Sell
9,124
-218
-2% -$17.3K ﹤0.01% 747
2020
Q2 		$729K Buy
9,342
+248
+3% +$19K 0.01% 751
2020
Q1 		$657K Sell
9,094
-829
-8% -$78.5K 0.01% 735
2019
Q4 		$1.01M Sell
9,923
-115
-1% -$11.9K 0.01% 774
2019
Q3 		$1.05M Buy
10,038
+1,604
+19% +$163K 0.01% 734
2019
Q2 		$833K Sell
8,434
-2,869
-25% -$285K 0.01% 872
2019
Q1 		$1.12M Sell
11,303
-9,520
-46% -$902K 0.01% 750
2018
Q4 		$1.79M Sell
20,823
-18,311
-47% -$1.67M 0.01% 584
2018
Q3 		$3.65M Sell
39,134
-65,864
-63% -$6.25M 0.03% 493
2018
Q2 		$9.87M Sell
104,998
-11,199
-10% -$996K 0.07% 303
2018
Q1 		$10M Sell
116,197
-982
-0.8% -$85.2K 0.08% 293
2017
Q4 		$11M Buy
117,179
+12,395
+12% +$1.16M 0.09% 278
2017
Q3 		$9.69M Buy
104,784
+7,525
+8% +$699K 0.08% 289
2017
Q2 		$9.04M Buy
97,259
+10,285
+12% +$956K 0.08% 288
2017
Q1 		$8.03M Buy
86,974
+49,961
+135% +$4.65M 0.07% 307
2016
Q4 		$3.46M Buy
37,013
+34,798
+1,571% +$3.19M 0.03% 449
2016
Q3 		$216K Sell
2,215
-555
-20% -$55.7K ﹤0.01% 1170
2016
Q2 		$274K Buy
2,770
+292
+12% +$27.7K ﹤0.01% 1061
2016
Q1 		$236K Sell
2,478
-308
-11% -$27.4K ﹤0.01% 1076
2015
Q4 		$255K Sell
2,786
-57
-2% -$5.15K ﹤0.01% 1059
2015
Q3 		$245K Hold
2,843
– – ﹤0.01% 1106
2015
Q2 		$240K Buy
2,843
+13
+0.5% +$1.17K ﹤0.01% 1131
2015
Q1 		$252K Buy
2,830
+393
+16% +$37.4K ﹤0.01% 1117
2014
Q4 		$221K Sell
2,437
-139
-5% -$12.2K ﹤0.01% 1071
2014
Q3 		$206K Buy
+2,576
New +$215K ﹤0.01% 1044
2013
Q4 		– Sell
-2,785
Closed -$203K – 736
2013
Q3 		$203K Sell
2,785
-570
-17% -$42.7K 0.01% 639
2013
Q2 		$255K Buy
+3,355
New +$268K 0.01% 625

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's RWR Position: Q1 2026 in Review

United Capital Financial Advisors increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 9% in Q1 2026, buying an estimated $26.3K and bringing the position to 3,080 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

United Capital Financial Advisors first reported a position in RWR in Q2 2013 and has held it in 49 quarters since. The position peaked at $11M in Q4 2017. 257 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

  • United Capital Financial Advisors held 3,080 shares of State Street SPDR Dow Jones REIT ETF worth $311K as of Q1 2026.
  • United Capital Financial Advisors bought 255 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $26.3K.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1335 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and has held it in 49 quarters since.
  • United Capital Financial Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $11M in Q4 2017.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.