Copia Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Copia Wealth Management’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	$3.73K	Hold	33	–	–	﹤0.01%	421
2026 Q1	$3.33K	Sell	33 -46	-58%	-$4.74K	﹤0.01%	407
2025 Q4	$7.76K	Hold	79	–	–	0.01%	344
2025 Q3	$7.92K	Hold	79	–	–	0.01%	333
2025 Q2	$7.62K	Hold	79	–	–	0.01%	314
2025 Q1	$7.83K	Hold	79	–	–	0.01%	301
2024 Q4	$7.81K	Buy	+79	New	+$8.22K	0.01%	282

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Copia Wealth Management's RWR Position: Q2 2026 in Review

Copia Wealth Management held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 33 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Copia Wealth Management first reported a position in RWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.92K in Q3 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Copia Wealth Management held 33 shares of State Street SPDR Dow Jones REIT ETF worth $3.73K as of Q2 2026.
Copia Wealth Management left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #421 holding.
Copia Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $7.92K in Q3 2025.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.