Cape Investment Advisory’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Cape Investment Advisory’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	$1.47K	Sell	14 -25	-64%	-$2.83K	﹤0.01%	1297
2026 Q2	$4.41K	Buy	+39	New	+$4.27K	﹤0.01%	1066
2026 Q1	–	Sell	-28	Closed	-$2.75K	–	990
2025 Q4	$2.75K	Buy	+28	New	+$2.79K	﹤0.01%	1044

Other funds holding RWR

PFM

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

SCA

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

DTC

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

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LAM

Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Cape Investment Advisory's RWR Position: Q3 2026 in Review

Cape Investment Advisory reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 64% in Q3 2026, selling an estimated $2.83K and leaving 14 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Cape Investment Advisory first reported a position in RWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.41K in Q2 2026. 20 funds tracked by Wall St. Rank hold RWR as of Q3 2026.

Cape Investment Advisory held 14 shares of State Street SPDR Dow Jones REIT ETF worth $1.47K as of Q3 2026.
Cape Investment Advisory sold 25 State Street SPDR Dow Jones REIT ETF shares in Q3 2026, an estimated $2.83K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1297 holding.
Cape Investment Advisory first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2025 and has held it in 3 quarters since.
Cape Investment Advisory's State Street SPDR Dow Jones REIT ETF position peaked at $4.41K in Q2 2026.
20 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.