RWR β€” SPDR DOW JONES REIT ETF

Ownership history in Covestor Ltd  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Covestor Ltd reported a position in SPDR DOW JONES REIT ETF (RWR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    RWR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7 -48 -87.3% 0.00% $1K $98.46
2025 Q2 INITIATED 55 β€” β€” 0.00% $5K $93.73

🏒 Other funds also holding RWR

As of 2025 Q4 β€” sorted by position size

MASON STREET ADVISORS, LLC 3Y 7Y 3.54% PATTON FUND MANAGEMENT, INC. 3Y 1.56% Smallwood Wealth Investment Management, LLC 3Y 0.94% Adams Wealth Management 3Y 0.77% CacheTech Inc. 0.67% DT Investment Partners, LLC 3Y 7Y 0.58% Destiny Capital Corp/CO 3Y 0.55% CAMELOT TECHNOLOGY ADVISORS, INC. 0.49% Omega Financial Group, LLC 3Y 7Y 0.47% Atlas Brown,Inc. 3Y 7Y 0.36%
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