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Camelot Technology Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Camelot Technology 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 		$935K Buy
8,275
+1,499
+22% +$164K 0.63% 32
2026
Q1 		$684K Buy
6,776
+28
+0.4% +$2.89K 0.5% 37
2025
Q4 		$663K Buy
6,748
+61
+0.9% +$6.08K 0.49% 37
2025
Q3 		$671K Buy
6,687
+48
+0.7% +$4.71K 0.53% 35
2025
Q2 		$640K Sell
6,639
-225
-3% -$21.6K 0.55% 33
2025
Q1 		$680K Buy
6,864
+31
+0.5% +$3.1K 0.62% 34
2024
Q4 		$675K Buy
6,833
+73
+1% +$7.6K 0.61% 32
2024
Q3 		$722K Buy
6,760
+38
+0.6% +$3.85K 0.64% 33
2024
Q2 		$626K Sell
6,722
-21
-0.3% -$1.91K 0.58% 35
2024
Q1 		$636K Buy
6,743
+29
+0.4% +$2.7K 0.59% 36
2023
Q4 		$640K Buy
+6,714
New +$577K 0.65% 34

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
R
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
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 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

Camelot Technology Advisors's RWR Position: Q2 2026 in Review

Camelot Technology Advisors increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 22% in Q2 2026, buying an estimated $164K and bringing the position to 8,275 shares worth $935K. The position accounts for 0.63% of the portfolio, ranked #32.

Camelot Technology Advisors first reported a position in RWR in Q4 2023 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Camelot Technology Advisors held 8,275 shares of State Street SPDR Dow Jones REIT ETF worth $935K as of Q2 2026.
  • Camelot Technology Advisors bought 1,499 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $164K.
  • State Street SPDR Dow Jones REIT ETF made up 0.63% of Camelot Technology Advisors's portfolio in Q2 2026, its #32 holding.
  • Camelot Technology Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 43 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.