Convergence Financial’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
Other funds holding RWR
MSA
Convergence Financial's RWR Position: Q1 2026 in Review
Convergence Financial sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2026, closing a stake of 2,290 shares — an estimated $225K sold.
Convergence Financial first reported a position in RWR in Q4 2021 and held it in 6 quarters. The position peaked at $477K in Q4 2021. 257 funds tracked by Wall St. Rank hold RWR as of Q1 2026.
- Convergence Financial reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2026 after selling out during the quarter.
- Convergence Financial sold 2,290 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $225K.
- Convergence Financial first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and held it in 6 quarters.
- Convergence Financial's State Street SPDR Dow Jones REIT ETF position peaked at $477K in Q4 2021.
- 257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.
Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.