Atlas Brown’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Atlas Brown’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	$1.36M	Buy	12,066 +3	+0%	+$329	0.37%	71
2026 Q1	$1.22M	Sell	12,063 -98	-0.8%	-$10.1K	0.37%	75
2025 Q4	$1.19M	Buy	12,161 +9	+0.1%	+$897	0.36%	73
2025 Q3	$1.22M	Buy	12,152 +7	+0.1%	+$687	0.36%	76
2025 Q2	$1.17M	Sell	12,145 -24	-0.2%	-$2.3K	0.38%	72
2025 Q1	$1.21M	Buy	12,169 +5	+0%	+$499	0.42%	67
2024 Q4	$1.2M	Sell	12,164 -290	-2%	-$30.2K	0.41%	67
2024 Q3	$1.33M	Buy	12,454 +5	+0%	+$506	0.46%	63
2024 Q2	$1.16M	Sell	12,449 -945	-7%	-$85.7K	0.42%	67
2024 Q1	$1.26M	Sell	13,394 -54	-0.4%	-$5.02K	0.46%	67
2023 Q4	$1.28M	Buy	13,448 +9	+0.1%	+$774	0.53%	55
2023 Q3	$1.11M	Sell	13,439 -659	-5%	-$59.2K	0.51%	58
2023 Q2	$1.27M	Sell	14,098 -728	-5%	-$64.3K	0.56%	57
2023 Q1	$1.32M	Buy	14,826 +921	+7%	+$84.1K	0.61%	53
2022 Q4	$1.21M	Sell	13,905 -2,278	-14%	-$200K	0.6%	53
2022 Q3	$1.36M	Sell	16,183 -114	-0.7%	-$11.1K	0.7%	45
2022 Q2	$1.55M	Sell	16,297 -120	-0.7%	-$12.7K	0.73%	44
2022 Q1	$1.93M	Sell	16,417 -326	-2%	-$37.1K	0.79%	38
2021 Q4	$2.04M	Buy	16,743 +16	+0.1%	+$1.84K	0.79%	37
2021 Q3	$1.76M	Sell	16,727 -292	-2%	-$32K	0.77%	38
2021 Q2	$1.78M	Buy	17,019 +1,722	+11%	+$176K	0.77%	38
2021 Q1	$1.45M	Buy	15,297 +327	+2%	+$29.6K	0.69%	44
2020 Q4	$1.3M	Sell	14,970 -454	-3%	-$37.9K	0.67%	47
2020 Q3	$1.2M	Sell	15,424 -235	-2%	-$18.7K	0.71%	46
2020 Q2	$1.22M	Sell	15,659 -1,101	-7%	-$84.3K	0.77%	41
2020 Q1	$1.21M	Buy	16,760 +259	+2%	+$24.5K	0.95%	37
2019 Q4	$1.68M	Sell	16,501 -586	-3%	-$60.6K	1.05%	32
2019 Q3	$1.79M	Sell	17,087 -267	-2%	-$27.2K	1.28%	22
2019 Q2	$1.72M	Buy	17,354 +77	+0.4%	+$7.65K	1.19%	26
2019 Q1	$1.71M	Sell	17,277 -239	-1%	-$22.6K	1.21%	24
2018 Q4	$1.51M	Sell	17,516 -10,103	-37%	-$924K	1.16%	26
2018 Q3	$2.58M	Sell	27,619 -492	-2%	-$46.7K	1.58%	15
2018 Q2	$2.67M	Sell	28,111 -12	-0%	-$1.07K	0.62%	12
2018 Q1	$2.42M	Sell	28,123 -33	-0.1%	-$2.86K	0.44%	15
2017 Q4	$2.55M	Sell	28,156 -199	-0.7%	-$18.6K	0.46%	13
2017 Q3	$2.62M	Buy	28,355 +49	+0.2%	+$4.55K	0.56%	12
2017 Q2	$2.63M	Sell	28,306 -767	-3%	-$71.3K	2.3%	8
2017 Q1	$2.68M	Sell	29,073 -662	-2%	-$61.6K	2.12%	8
2016 Q4	$2.9M	Hold	29,735	–	–	1.19%	8
2016 Q3	$2.9M	Sell	29,735 -273	-0.9%	-$27.4K	1.19%	8
2016 Q2	$2.98M	Sell	30,008 -66	-0.2%	-$6.25K	1.21%	6
2016 Q1	$2.86M	Buy	30,074 +225	+0.8%	+$20K	1.2%	7
2015 Q4	$2.6M	Sell	29,849 -685	-2%	-$61.9K	1.66%	6
2015 Q3	$2.63M	Sell	30,534 -577	-2%	-$50.2K	1.13%	7
2015 Q2	$2.77M	Sell	31,111 -1,052	-3%	-$94.4K	1.08%	8
2015 Q1	$3.04M	Sell	32,163 -1,441	-4%	-$137K	0.82%	7
2014 Q4	$3.06M	Buy	33,604 +952	+3%	+$83.4K	0.83%	9
2014 Q3	$2.61M	Sell	32,652 -6,828	-17%	-$571K	0.97%	8
2014 Q2	$3.28M	Buy	39,480 +1,177	+3%	+$96K	1.62%	6
2014 Q1	$2.99M	Buy	+38,303	New	+$2.89M	1.61%	6
2013 Q3	–	Sell	-81,823	Closed	-$6.21M	–	91
2013 Q2	$6.21M	Buy	+81,823	New	+$6.55M	1.33%	5

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 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

Atlas Brown's RWR Position: Q2 2026 in Review

Atlas Brown increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.02% in Q2 2026, buying an estimated $329 and bringing the position to 12,066 shares worth $1.36M. The position accounts for 0.37% of the portfolio, ranked #71.

Atlas Brown first reported a position in RWR in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.21M in Q2 2013. 43 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Atlas Brown held 12,066 shares of State Street SPDR Dow Jones REIT ETF worth $1.36M as of Q2 2026.
Atlas Brown bought 3 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $329.
State Street SPDR Dow Jones REIT ETF made up 0.37% of Atlas Brown's portfolio in Q2 2026, its #71 holding.
Atlas Brown first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and has held it in 51 quarters since.
Atlas Brown's State Street SPDR Dow Jones REIT ETF position peaked at $6.21M in Q2 2013.
43 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.