Chesley Taft & Associates’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Chesley Taft & Associates’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	$215K	Buy	+1,900	New	+$208K	0.01%	361
2024 Q4	–	Sell	-1,900	Closed	-$203K	–	336
2024 Q3	$203K	Buy	+1,900	New	+$192K	0.01%	318
2023 Q1	–	Sell	-2,312	Closed	-$201K	–	290
2022 Q4	$201K	Buy	+2,312	New	+$203K	0.01%	281
2022 Q3	–	Sell	-2,313	Closed	-$220K	–	288
2022 Q2	$220K	Hold	2,313	–	–	0.02%	280
2022 Q1	$270K	Buy	2,313 +363	+19%	+$41.4K	0.02%	274
2021 Q4	$238K	Hold	1,950	–	–	0.01%	286
2021 Q3	$206K	Hold	1,950	–	–	0.01%	294
2021 Q2	$205K	Buy	+1,950	New	+$200K	0.01%	291
2019 Q4	–	Sell	-1,950	Closed	-$204K	–	266
2019 Q3	$204K	Buy	+1,950	New	+$199K	0.02%	262

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

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 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

Chesley Taft & Associates's RWR Position: Q2 2026 in Review

Chesley Taft & Associates opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 1,900 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Chesley Taft & Associates previously reported a position in RWR as recently as Q3 2024.

Chesley Taft & Associates first reported a position in RWR in Q3 2019 and has held it in 9 quarters since. The position peaked at $270K in Q1 2022. 40 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Chesley Taft & Associates held 1,900 shares of State Street SPDR Dow Jones REIT ETF worth $215K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Chesley Taft & Associates position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #361 holding.
Chesley Taft & Associates first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2019 and has held it in 9 quarters since.
Chesley Taft & Associates's State Street SPDR Dow Jones REIT ETF position peaked at $270K in Q1 2022.
40 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.