American Financial Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

American Financial Advisors’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	$1.55M	Sell	13,737 -599	-4%	-$65.6K	0.19%	55
2026 Q1	$1.45M	Sell	14,336 -989	-6%	-$102K	0.19%	54
2025 Q4	$1.51M	Sell	15,325 -2,344	-13%	-$234K	0.19%	54
2025 Q3	$1.77M	Sell	17,669 -1,720	-9%	-$169K	0.23%	50
2025 Q2	$1.87M	Sell	19,389 -279	-1%	-$26.8K	0.26%	44
2025 Q1	$1.95M	Sell	19,668 -501	-2%	-$50K	0.28%	42
2024 Q4	$1.99M	Sell	20,169 -1,389	-6%	-$145K	0.28%	41
2024 Q3	$2.3M	Sell	21,558 -171	-0.8%	-$17.3K	0.31%	39
2024 Q2	$2.02M	Sell	21,729 -170	-0.8%	-$15.4K	0.29%	43
2024 Q1	$2.06M	Sell	21,899 -143	-0.6%	-$13.3K	0.29%	41
2023 Q4	$2.1M	Sell	22,042 -707	-3%	-$60.8K	0.31%	41
2023 Q3	$1.89M	Sell	22,749 -785	-3%	-$70.5K	0.3%	41
2023 Q2	$2.13M	Buy	23,534 +31	+0.1%	+$2.74K	0.33%	41
2023 Q1	$2.09M	Sell	23,503 -666	-3%	-$60.8K	0.34%	39
2022 Q4	$2.11M	Sell	24,169 -231	-0.9%	-$20.2K	0.36%	39
2022 Q3	$2.06M	Sell	24,400 -1,062	-4%	-$104K	0.36%	38
2022 Q2	$2.42M	Sell	25,462 -956	-4%	-$101K	0.64%	24
2022 Q1	$3.1M	Buy	26,418 +3	+0%	+$342	0.43%	34
2021 Q4	$3.23M	Sell	26,415 -4,906	-16%	-$565K	0.41%	34
2021 Q3	$3.3M	Sell	31,321 -2,537	-7%	-$278K	0.44%	34
2021 Q2	$3.55M	Sell	33,858 -5,270	-13%	-$540K	0.49%	33
2021 Q1	$3.7M	Sell	39,128 -3,151	-7%	-$285K	0.55%	33
2020 Q4	$3.67M	Sell	42,279 -2,557	-6%	-$214K	0.52%	35
2020 Q3	$3.5M	Sell	44,836 -883	-2%	-$70.2K	0.57%	35
2020 Q2	$3.52M	Sell	45,719 -1,035	-2%	-$79.2K	0.56%	35
2020 Q1	$3.56M	Sell	46,754 -80,956	-63%	-$7.66M	0.64%	35
2019 Q4	$13.4M	Buy	127,710 +1,335	+1%	+$138K	2.34%	20
2019 Q3	$13.2M	Sell	126,375 -1,385	-1%	-$141K	2.5%	16
2019 Q2	$12.6M	Sell	127,760 -1,450	-1%	-$144K	2.46%	17
2019 Q1	$12.8M	Buy	129,210 +77,507	+150%	+$7.34M	2.61%	17
2018 Q4	$4.45M	Buy	+51,703	New	+$4.73M	0.97%	26

Other funds holding RWR

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

SCA

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

American Financial Advisors's RWR Position: Q2 2026 in Review

American Financial Advisors reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 4.2% in Q2 2026, selling an estimated $65.6K and leaving 13,737 shares worth $1.55M. The position accounts for 0.19% of the portfolio, ranked #55.

American Financial Advisors first reported a position in RWR in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.4M in Q4 2019. 43 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

American Financial Advisors held 13,737 shares of State Street SPDR Dow Jones REIT ETF worth $1.55M as of Q2 2026.
American Financial Advisors sold 599 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $65.6K.
State Street SPDR Dow Jones REIT ETF made up 0.19% of American Financial Advisors's portfolio in Q2 2026, its #55 holding.
American Financial Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and has held it in 31 quarters since.
American Financial Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $13.4M in Q4 2019.
43 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.