Wealth Enhancement Advisory Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Wealth Enhancement Advisory Services’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	$431K	Sell	3,783 -276	-7%	-$30.2K	﹤0.01%	2833
2026 Q1	$417K	Sell	4,059 -7,855	-66%	-$810K	﹤0.01%	2477
2025 Q4	$1.18M	Buy	11,914 +5,357	+82%	+$534K	﹤0.01%	1831
2025 Q3	$650K	Buy	6,557 +318	+5%	+$31.2K	﹤0.01%	2145
2025 Q2	$609K	Buy	6,239 +451	+8%	+$43.3K	﹤0.01%	2081
2025 Q1	$574K	Sell	5,788 -587	-9%	-$58.6K	﹤0.01%	1955
2024 Q4	$630K	Buy	6,375 +882	+16%	+$91.8K	﹤0.01%	1821
2024 Q3	$586K	Sell	5,493 -759	-12%	-$76.8K	﹤0.01%	1721
2024 Q2	$582K	Buy	6,252 +1,056	+20%	+$95.8K	﹤0.01%	1557
2024 Q1	$490K	Sell	5,196 -2,370	-31%	-$220K	﹤0.01%	1600
2023 Q4	$721K	Sell	7,566 -1,603	-17%	-$138K	﹤0.01%	1303
2023 Q3	$760K	Buy	9,169 +3,331	+57%	+$299K	﹤0.01%	1215
2023 Q2	$528K	Sell	5,838 -17,470	-75%	-$1.54M	0.01%	347
2023 Q1	$2.07M	Buy	23,308 +986	+4%	+$90.1K	0.02%	215
2022 Q4	$2.11M	Sell	22,322 -2,294	-9%	-$201K	0.03%	172
2022 Q3	$2M	Buy	24,616 +266	+1%	+$25.9K	0.03%	171
2022 Q2	$2.33M	Buy	24,350 +1,645	+7%	+$174K	0.03%	195
2022 Q1	$2.69M	Sell	22,705 -45	-0.2%	-$5.13K	0.04%	175
2021 Q4	$2.58M	Sell	22,750 -508	-2%	-$58.5K	0.04%	155
2021 Q3	$2.66M	Buy	23,258 +15,452	+198%	+$1.69M	0.04%	135
2021 Q2	$853K	Buy	+7,806	New	+$800K	0.01%	210

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

Wealth Enhancement Advisory Services's RWR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 6.8% in Q2 2026, selling an estimated $30.2K and leaving 3,783 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

Wealth Enhancement Advisory Services first reported a position in RWR in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.69M in Q1 2022. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Wealth Enhancement Advisory Services held 3,783 shares of State Street SPDR Dow Jones REIT ETF worth $431K as of Q2 2026.
Wealth Enhancement Advisory Services sold 276 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $30.2K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2833 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2021 and has held it in 21 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Dow Jones REIT ETF position peaked at $2.69M in Q1 2022.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.