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

Elevated Capital 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	$1.24K	Hold	11	–	–	﹤0.01%	721
2026 Q1	$1.11K	Hold	11	–	–	﹤0.01%	726
2025 Q4	$1.08K	Buy	+11	New	+$1.1K	﹤0.01%	702

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

Elevated Capital Advisors's RWR Position: Q2 2026 in Review

Elevated Capital Advisors held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 11 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Elevated Capital Advisors first reported a position in RWR in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Elevated Capital Advisors held 11 shares of State Street SPDR Dow Jones REIT ETF worth $1.24K as of Q2 2026.
Elevated Capital Advisors 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 Elevated Capital Advisors's portfolio in Q2 2026, its #721 holding.
Elevated Capital Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2025 and has held it in 3 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.