Empirical Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Empirical Wealth Management’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	$497K	Buy	4,403 +313	+8%	+$34.3K	0.01%	682
2026 Q1	$413K	Sell	4,090 -339	-8%	-$34.9K	0.01%	654
2025 Q4	$435K	Sell	4,429 -85	-2%	-$8.47K	0.01%	568
2025 Q3	$453K	Sell	4,514 -60	-1%	-$5.89K	0.01%	497
2025 Q2	$441K	Sell	4,574 -146	-3%	-$14K	0.01%	442
2025 Q1	$468K	Sell	4,720 -84	-2%	-$8.39K	0.01%	416
2024 Q4	$475K	Buy	4,804 +81	+2%	+$8.43K	0.01%	393
2024 Q3	$504K	Sell	4,723 -797	-14%	-$80.7K	0.01%	370
2024 Q2	$514K	Sell	5,520 -1,481	-21%	-$134K	0.02%	353
2024 Q1	$660K	Buy	7,001 +111	+2%	+$10.3K	0.02%	301
2023 Q4	$657K	Buy	6,890 +472	+7%	+$40.6K	0.02%	284
2023 Q3	$532K	Sell	6,418 -180	-3%	-$16.2K	0.02%	297
2023 Q2	$597K	Sell	6,598 -631	-9%	-$55.7K	0.02%	282
2023 Q1	$642K	Buy	7,229 +61	+0.9%	+$5.57K	0.03%	290
2022 Q4	$625K	Buy	7,168 +343	+5%	+$30.1K	0.03%	276
2022 Q3	$575K	Sell	6,825 -317	-4%	-$30.9K	0.03%	274
2022 Q2	$679K	Sell	7,142 -150	-2%	-$15.9K	0.04%	250
2022 Q1	$855K	Sell	7,292 -788	-10%	-$89.8K	0.04%	237
2021 Q4	$987K	Buy	8,080 +402	+5%	+$46.3K	0.05%	218
2021 Q3	$810K	Sell	7,678 -148	-2%	-$16.2K	0.05%	223
2021 Q2	$821K	Buy	7,826 +2,850	+57%	+$292K	0.05%	213
2021 Q1	$471K	Sell	4,976 -2,586	-34%	-$234K	0.04%	259
2020 Q4	$656K	Sell	7,562 -443	-6%	-$37K	0.05%	206
2020 Q3	$624K	Sell	8,005 -1,010	-11%	-$80.3K	0.05%	180
2020 Q2	$703K	Sell	9,015 -377	-4%	-$28.9K	0.07%	167
2020 Q1	$678K	Sell	9,392 -4,223	-31%	-$400K	0.07%	144
2019 Q4	$1.39M	Sell	13,615 -73	-0.5%	-$7.55K	0.15%	98
2019 Q3	$1.43M	Sell	13,688 -2,034	-13%	-$207K	0.17%	85
2019 Q2	$1.55M	Sell	15,722 -508	-3%	-$50.5K	0.2%	82
2019 Q1	$1.61M	Buy	16,230 +67	+0.4%	+$6.35K	0.23%	63
2018 Q4	$1.39M	Sell	16,163 -1,246	-7%	-$114K	0.24%	58
2018 Q3	$1.62M	Buy	17,409 +515	+3%	+$48.9K	0.29%	47
2018 Q2	$1.59M	Sell	16,894 -1,010	-6%	-$89.8K	0.3%	49
2018 Q1	$1.54M	Buy	17,904 +7,119	+66%	+$617K	0.3%	47
2017 Q4	$1.01M	Sell	10,785 -2,985	-22%	-$279K	0.22%	51
2017 Q3	$1.27M	Sell	13,770 -495	-3%	-$46K	0.29%	48
2017 Q2	$1.33M	Sell	14,265 -500	-3%	-$46.5K	0.32%	40
2017 Q1	$1.36M	Sell	14,765 -920	-6%	-$85.6K	0.34%	36
2016 Q4	$1.46M	Buy	15,685 +4,867	+45%	+$446K	0.36%	34
2016 Q3	$1.05M	Sell	10,818 -60	-0.6%	-$6.02K	0.28%	40
2016 Q2	$1.08M	Sell	10,878 -1,725	-14%	-$163K	0.28%	43
2016 Q1	$1.2M	Sell	12,603 -2,111	-14%	-$187K	0.29%	41
2015 Q4	$1.35M	Sell	14,714 -1,027	-7%	-$92.9K	0.33%	41
2015 Q3	$1.36M	Sell	15,741 -307	-2%	-$26.7K	0.32%	43
2015 Q2	$1.35M	Sell	16,048 -1,439	-8%	-$129K	0.31%	43
2015 Q1	$1.65M	Sell	17,487 -848	-5%	-$80.7K	0.4%	34
2014 Q4	$1.67M	Sell	18,335 -599	-3%	-$52.5K	0.41%	35
2014 Q3	$1.51M	Buy	18,934 +93	+0.5%	+$7.78K	0.37%	38
2014 Q2	$1.56M	Buy	18,841 +111	+0.6%	+$9.05K	0.39%	36
2014 Q1	$1.46M	Sell	18,730 -162	-0.9%	-$12.2K	0.38%	36
2013 Q4	$1.35M	Buy	18,892 +979	+5%	+$72K	0.38%	35
2013 Q3	$1.31M	Buy	17,913 +436	+2%	+$32.7K	0.41%	31
2013 Q2	$1.33M	Buy	+17,477	New	+$1.4M	0.44%	20

Other funds holding RWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SCA

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

AIP

Alexis Investment Partners Montgomery, Texas $171M AUM 32.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Empirical Wealth Management's RWR Position: Q2 2026 in Review

Empirical Wealth Management increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 7.7% in Q2 2026, buying an estimated $34.3K and bringing the position to 4,403 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #682.

Empirical Wealth Management first reported a position in RWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.67M in Q4 2014. 108 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Empirical Wealth Management held 4,403 shares of State Street SPDR Dow Jones REIT ETF worth $497K as of Q2 2026.
Empirical Wealth Management bought 313 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $34.3K.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #682 holding.
Empirical Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and has held it in 53 quarters since.
Empirical Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $1.67M in Q4 2014.
108 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.