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

Curran Financial Partners’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	$261K	Sell	2,311 -9	-0.4%	-$986	0.04%	115
2026 Q1	$234K	Buy	2,320 +16	+0.7%	+$1.65K	0.04%	113
2025 Q4	$226K	Buy	2,304 +25	+1%	+$2.49K	0.04%	115
2025 Q3	$229K	Sell	2,279 -9	-0.4%	-$884	0.05%	121
2025 Q2	$221K	Sell	2,288 -60	-3%	-$5.76K	0.05%	113
2025 Q1	$233K	Sell	2,348 -183	-7%	-$18.3K	0.06%	91
2024 Q4	$250K	Buy	2,531 +16	+0.6%	+$1.67K	0.07%	85
2024 Q3	$268K	Sell	2,515 -10	-0.4%	-$1.01K	0.08%	80
2024 Q2	$235K	Sell	2,525 -1	-0%	-$91	0.08%	80
2024 Q1	$238K	Sell	2,526 -167	-6%	-$15.5K	0.08%	74
2023 Q4	$247K	Sell	2,693 -158	-6%	-$13.6K	0.09%	70
2023 Q3	$236K	Sell	2,851 -76	-3%	-$6.83K	0.1%	65
2023 Q2	$265K	Sell	2,927 -189	-6%	-$16.7K	0.12%	63
2023 Q1	$277K	Sell	3,116 -381	-11%	-$34.8K	0.13%	60
2022 Q4	$305K	Sell	3,497 -667	-16%	-$58.4K	0.15%	56
2022 Q3	$351K	Sell	4,164 -3,318	-44%	-$324K	0.18%	45
2022 Q2	$711K	Sell	7,482 -582	-7%	-$61.6K	0.34%	40
2022 Q1	$946K	Sell	8,064 -3,396	-30%	-$387K	0.39%	47
2021 Q4	$1.4M	Sell	11,460 -6,139	-35%	-$707K	0.59%	34
2021 Q3	$1.85M	Sell	17,599 -120	-0.7%	-$13.2K	0.95%	28
2021 Q2	$1.86M	Buy	17,719 +339	+2%	+$34.7K	1.02%	27
2021 Q1	$1.65M	Buy	17,380 +674	+4%	+$61K	1.18%	23
2020 Q4	$1.45M	Buy	+16,706	New	+$1.4M	1.24%	26

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

Curran Financial Partners's RWR Position: Q2 2026 in Review

Curran Financial Partners reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.39% in Q2 2026, selling an estimated $986 and leaving 2,311 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #115.

Curran Financial Partners first reported a position in RWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.86M in Q2 2021. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Curran Financial Partners held 2,311 shares of State Street SPDR Dow Jones REIT ETF worth $261K as of Q2 2026.
Curran Financial Partners sold 9 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $986.
State Street SPDR Dow Jones REIT ETF made up 0.04% of Curran Financial Partners's portfolio in Q2 2026, its #115 holding.
Curran Financial Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and has held it in 23 quarters since.
Curran Financial Partners's State Street SPDR Dow Jones REIT ETF position peaked at $1.86M in Q2 2021.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.