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

Birchbrook’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	$3.84K	Buy	+34	New	+$3.72K	﹤0.01%	250

Other funds holding RWR

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Alexis Investment Partners Montgomery, Texas $171M AUM 32.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Birchbrook's RWR Position: Q2 2026 in Review

Birchbrook opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 34 shares worth $3.84K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings.

116 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Birchbrook held 34 shares of State Street SPDR Dow Jones REIT ETF worth $3.84K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Birchbrook position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #250 holding.
116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

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