Costello Asset Management’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
$24.1K Buy
213
+2
+0.9% +$219 0.01% 376
2026
Q1
$21.3K Buy
211
+1
+0.5% +$103 0.01% 373
2025
Q4
$20.6K Buy
210
+3
+1% +$299 0.01% 372
2025
Q3
$20.8K Buy
207
+2
+1% +$196 0.01% 371
2025
Q2
$19.8K Buy
205
+2
+1% +$192 0.01% 371
2025
Q1
$20.2K Buy
+203
New +$20.3K 0.01% 347

Other funds holding RWR

Costello Asset Management's RWR Position: Q2 2026 in Review

Costello Asset Management increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.95% in Q2 2026, buying an estimated $219 and bringing the position to 213 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #376.

Costello Asset Management first reported a position in RWR in Q1 2025 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Costello Asset Management held 213 shares of State Street SPDR Dow Jones REIT ETF worth $24.1K as of Q2 2026.
  • Costello Asset Management bought 2 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $219.
  • State Street SPDR Dow Jones REIT ETF made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #376 holding.
  • Costello Asset Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.