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

WealthPoint 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
2026 Q2	$439K	Buy	3,884 +499	+15%	+$54.7K	0.32%	74
2026 Q1	$342K	Buy	3,385 +592	+21%	+$61K	0.29%	84
2025 Q4	$274K	Buy	+2,793	New	+$278K	0.24%	95

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

WealthPoint Financial's RWR Position: Q2 2026 in Review

WealthPoint Financial increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 15% in Q2 2026, buying an estimated $54.7K and bringing the position to 3,884 shares worth $439K. The position accounts for 0.32% of the portfolio, ranked #74.

WealthPoint Financial first reported a position in RWR in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

WealthPoint Financial held 3,884 shares of State Street SPDR Dow Jones REIT ETF worth $439K as of Q2 2026.
WealthPoint Financial bought 499 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $54.7K.
State Street SPDR Dow Jones REIT ETF made up 0.32% of WealthPoint Financial's portfolio in Q2 2026, its #74 holding.
WealthPoint Financial first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2025 and has held it in 3 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.