Wolff Wiese Magana’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Wolff Wiese Magana’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	$4.97K	Hold	44	–	–	﹤0.01%	641
2026 Q1	$4.44K	Hold	44	–	–	﹤0.01%	624
2025 Q4	$4.32K	Hold	44	–	–	﹤0.01%	614
2025 Q3	$4.41K	Hold	44	–	–	﹤0.01%	619
2025 Q2	$4.24K	Hold	44	–	–	﹤0.01%	596
2025 Q1	$4.36K	Hold	44	–	–	﹤0.01%	600
2024 Q4	$4.35K	Hold	44	–	–	﹤0.01%	575
2024 Q3	$4.7K	Hold	44	–	–	﹤0.01%	588
2024 Q2	$4.1K	Buy	+44	New	+$3.99K	﹤0.01%	448

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

Wolff Wiese Magana's RWR Position: Q2 2026 in Review

Wolff Wiese Magana held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 44 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Wolff Wiese Magana first reported a position in RWR in Q2 2024 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Wolff Wiese Magana held 44 shares of State Street SPDR Dow Jones REIT ETF worth $4.97K as of Q2 2026.
Wolff Wiese Magana 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 Wolff Wiese Magana's portfolio in Q2 2026, its #641 holding.
Wolff Wiese Magana first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2024 and has held it in 9 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.