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RWR icon

CoreCap Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

CoreCap Advisors’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 		$26.9K Hold
238
– – ﹤0.01% 1678
2026
Q1 		$24K Sell
238
-2
-0.8% -$206 ﹤0.01% 1594
2025
Q4 		$23.6K Sell
240
-7
-3% -$697 ﹤0.01% 1608
2025
Q3 		$24.8K Buy
247
+7
+3% +$687 ﹤0.01% 1595
2025
Q2 		$23.1K Hold
240
– – ﹤0.01% 1558
2025
Q1 		$23.8K Hold
240
– – ﹤0.01% 1464
2024
Q4 		$23.7K Hold
240
– – ﹤0.01% 1476
2024
Q3 		$25.6K Sell
240
-1
-0.4% -$101 ﹤0.01% 1449
2024
Q2 		$22.4K Buy
241
+1
+0.4% +$91 ﹤0.01% 861
2024
Q1 		$22.6K Buy
+240
New +$22.3K ﹤0.01% 1421
2022
Q4 		$20.7K Buy
+238
New +$20.9K ﹤0.01% 1287
2022
Q3 		– Sell
-242
Closed -$23K – 1770
2022
Q2 		$23K Buy
+242
New +$25.6K ﹤0.01% 1197
2022
Q1 		– Sell
-259
Closed -$32K – 1770
2021
Q4 		$32K Buy
+259
New +$29.8K ﹤0.01% 1155

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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return