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 Q3	$948K	Buy	9,032 +757	+9%	+$85.6K	0.63%	35
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%	-$1.9K	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

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

St. Clair Advisors Mayfield Hts, Ohio $402M AUM 15.89% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Camelot Technology Advisors's RWR Position: Q3 2026 in Review

Camelot Technology Advisors increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 9.1% in Q3 2026, buying an estimated $85.6K and bringing the position to 9,032 shares worth $948K. The position accounts for 0.63% of the portfolio, ranked #35.

Camelot Technology Advisors first reported a position in RWR in Q4 2023 and has held it in 12 quarters since. 59 funds tracked by Wall St. Rank hold RWR as of Q3 2026.

Camelot Technology Advisors held 9,032 shares of State Street SPDR Dow Jones REIT ETF worth $948K as of Q3 2026.
Camelot Technology Advisors bought 757 State Street SPDR Dow Jones REIT ETF shares in Q3 2026, an estimated $85.6K.
State Street SPDR Dow Jones REIT ETF made up 0.63% of Camelot Technology Advisors's portfolio in Q3 2026, its #35 holding.
Camelot Technology Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and has held it in 12 quarters since.
59 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.