WhitTier Trust Company’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

WhitTier Trust Company’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	$512K	Hold	4,430	–	–	0.01%	392
2026 Q1	$454K	Hold	4,430	–	–	0.01%	393
2025 Q4	$440K	Buy	4,430 +2,015	+83%	+$201K	0.01%	376
2025 Q3	$242K	Sell	2,415 -1,230	-34%	-$121K	0.01%	450
2025 Q2	$352K	Buy	3,645 +496	+16%	+$47.6K	0.01%	436
2025 Q1	$312K	Buy	3,149 +1,360	+76%	+$136K	0.01%	459
2024 Q4	$177K	Hold	1,789	–	–	﹤0.01%	511
2024 Q3	$191K	Hold	1,789	–	–	﹤0.01%	482
2024 Q2	$167K	Hold	1,789	–	–	﹤0.01%	486
2024 Q1	$169K	Sell	1,789 -1,066	-37%	-$99.1K	﹤0.01%	491
2023 Q4	$272K	Buy	+2,855	New	+$245K	0.01%	419
2015 Q1	–	Sell	-170	Closed	-$15K	–	902
2014 Q4	$15K	Hold	170	–	–	﹤0.01%	749
2014 Q3	$14K	Buy	+170	New	+$14.2K	﹤0.01%	754

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

WhitTier Trust Company's RWR Position: Q2 2026 in Review

WhitTier Trust Company held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 4,430 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #392.

WhitTier Trust Company first reported a position in RWR in Q3 2014 and has held it in 13 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

WhitTier Trust Company held 4,430 shares of State Street SPDR Dow Jones REIT ETF worth $512K as of Q2 2026.
WhitTier Trust Company left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #392 holding.
WhitTier Trust Company first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2014 and has held it in 13 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.