Destiny Capital’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Destiny Capital’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	$272K	Sell	2,411 -4,999	-67%	-$548K	0.13%	50
2026 Q1	$748K	Sell	7,410 -3,562	-32%	-$367K	0.4%	30
2025 Q4	$1.08M	Sell	10,972 -218	-2%	-$21.7K	0.55%	22
2025 Q3	$1.12M	Sell	11,190 -169	-1%	-$16.6K	0.61%	22
2025 Q2	$1.1M	Sell	11,359 -319	-3%	-$30.6K	0.66%	18
2025 Q1	$1.16M	Sell	11,678 -519	-4%	-$51.8K	0.79%	17
2024 Q4	$1.21M	Sell	12,197 -179	-1%	-$18.6K	0.73%	20
2024 Q3	$1.28M	Sell	12,376 -333	-3%	-$33.7K	0.79%	20
2024 Q2	$1.18M	Sell	12,709 -1,882	-13%	-$171K	0.81%	19
2024 Q1	$1.38M	Sell	14,591 -1,105	-7%	-$103K	0.96%	19
2023 Q4	$1.5M	Buy	+15,696	New	+$1.35M	1.04%	20
2023 Q2	$2.5M	Sell	27,689 -2,631	-9%	-$232K	1.95%	13
2023 Q1	$2.69M	Sell	30,320 -311	-1%	-$28.4K	2.19%	13
2022 Q4	$2.93M	Buy	+30,631	New	+$2.68M	2.41%	12

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

Destiny Capital's RWR Position: Q2 2026 in Review

Destiny Capital reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 67% in Q2 2026, selling an estimated $548K and leaving 2,411 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #50.

Destiny Capital first reported a position in RWR in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.93M in Q4 2022. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Destiny Capital held 2,411 shares of State Street SPDR Dow Jones REIT ETF worth $272K as of Q2 2026.
Destiny Capital sold 4,999 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $548K.
State Street SPDR Dow Jones REIT ETF made up 0.13% of Destiny Capital's portfolio in Q2 2026, its #50 holding.
Destiny Capital first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and has held it in 14 quarters since.
Destiny Capital's State Street SPDR Dow Jones REIT ETF position peaked at $2.93M in Q4 2022.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.