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SPDR DJ Wilshire REIT shares owned by Frederick Financial Consultants

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Frederick Financial Consultants from 13F filings

Historical chart of Frederick Financial Consultants investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by Frederick Financial Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Frederick Financial Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 102k 100.29
2025-06-30 $9.4M 98k 96.44
2025-03-31 $8.9M 90k 99.12
2024-12-31 $1.6M 16k 98.86

More positions owned by Frederick Financial Consultants

First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Series Trust S&p Kensho Futre (FITE)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Spdr Series Trust Dj Reit Etf (RWR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Sherwin-Williams Company (SHW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
NVIDIA Corporation (NVDA)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Proshares Tr Hd Replication (HDG)

View all positions for Frederick Financial Consultants

Top funds holding SPDR DJ Wilshire REIT

Northern Trust
Charles Schwab Investment Management
Jpmorgan Chase & Co
Wells Fargo & Company
Millennium Management
Mason Street Advisors
Morgan Stanley
LPL Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Branch Banking & Trust Company
UBS Group
BlackRock
Private Advisor
Patton Fund Management

View all funds holding SPDR DJ Wilshire REIT