Wealthspire Advisors (New York)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Wealthspire Advisors (New York)’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	$334K	Sell	2,960 -24	-0.8%	-$2.63K	﹤0.01%	960
2026 Q1	$301K	Hold	2,984	–	–	﹤0.01%	721
2025 Q4	$293K	Hold	2,984	–	–	﹤0.01%	806
2025 Q3	$299K	Buy	2,984 +1	+0%	+$98	﹤0.01%	667
2025 Q2	$288K	Hold	2,983	–	–	﹤0.01%	680
2025 Q1	$296K	Hold	2,983	–	–	﹤0.01%	644
2024 Q4	$295K	Buy	2,983 +46	+2%	+$4.79K	﹤0.01%	647
2024 Q3	$313K	Buy	+2,937	New	+$297K	﹤0.01%	612

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

Wealthspire Advisors (New York)'s RWR Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.8% in Q2 2026, selling an estimated $2.63K and leaving 2,960 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Wealthspire Advisors (New York) first reported a position in RWR in Q3 2024 and has held it in 8 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Wealthspire Advisors (New York) held 2,960 shares of State Street SPDR Dow Jones REIT ETF worth $334K as of Q2 2026.
Wealthspire Advisors (New York) sold 24 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $2.63K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #960 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2024 and has held it in 8 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.