Arkadios Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Arkadios Wealth 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	$393K	Buy	+3,475	New	+$381K	0.01%	1243
2022 Q1	–	Sell	-1,803	Closed	-$220K	–	627
2021 Q4	$220K	Hold	1,803	–	–	0.03%	526
2021 Q3	$190K	Buy	1,803 +50	+3%	+$5.48K	0.03%	517
2021 Q2	$183K	Buy	+1,753	New	+$180K	0.02%	556

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

Arkadios Wealth Advisors's RWR Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 3,475 shares worth $393K. The stake represents 0.01% of the portfolio and ranks #1243 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in RWR as recently as Q4 2021.

Arkadios Wealth Advisors first reported a position in RWR in Q2 2021 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Arkadios Wealth Advisors held 3,475 shares of State Street SPDR Dow Jones REIT ETF worth $393K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Arkadios Wealth Advisors position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1243 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2021 and has held it in 4 quarters since.
288 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.