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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$510K Buy
+4,518
New +$495K 0.04% 174
2026
Q1
Sell
-2,290
Closed -$225K 229
2025
Q4
$225K Buy
2,290
+18
+0.8% +$1.79K 0.03% 176
2025
Q3
$228K Buy
+2,272
New +$223K 0.03% 174
2024
Q4
Sell
-2,228
Closed -$238K 168
2024
Q3
$238K Sell
2,228
-7
-0.3% -$709 0.05% 144
2024
Q2
$208K Buy
+2,235
New +$203K 0.06% 142
2022
Q2
Sell
-3,557
Closed -$417K 24
2022
Q1
$417K Sell
3,557
-346
-9% -$39.4K 0.45% 16
2021
Q4
$477K Buy
+3,903
New +$450K 0.5% 16

Other funds holding RWR

Convergence Financial's RWR Position: Q2 2026 in Review

Convergence Financial opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 4,518 shares worth $510K. The stake represents 0.04% of the portfolio and ranks #174 among its holdings. This is a return to the name: Convergence Financial previously reported a position in RWR as recently as Q4 2025.

Convergence Financial first reported a position in RWR in Q4 2021 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Convergence Financial held 4,518 shares of State Street SPDR Dow Jones REIT ETF worth $510K as of Q2 2026.
  • State Street SPDR Dow Jones REIT ETF was a new Convergence Financial position in Q2 2026.
  • State Street SPDR Dow Jones REIT ETF made up 0.04% of Convergence Financial's portfolio in Q2 2026, its #174 holding.
  • Convergence Financial first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and has held it in 7 quarters since.
  • 288 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.