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

Wayfinding 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
2025
Q2 		– Sell
-798
Closed -$79K – 590
2025
Q1 		$79K Buy
+798
New +$79.7K 0.03% 268
2023
Q2 		– Sell
-3,159
Closed -$280K – 120
2023
Q1 		$280K Buy
+3,159
New +$289K 0.21% 80

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Wayfinding Financial's RWR Position: Q2 2025 in Review

Wayfinding Financial sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 798 shares — an estimated $79K sold.

Wayfinding Financial first reported a position in RWR in Q1 2023 and held it in 2 quarters. The position peaked at $280K in Q1 2023. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.

  • Wayfinding Financial reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 798 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $79K.
  • Wayfinding Financial first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2023 and held it in 2 quarters.
  • Wayfinding Financial's State Street SPDR Dow Jones REIT ETF position peaked at $280K in Q1 2023.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.