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

EPG 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	$9.52K	Hold	84	–	–	﹤0.01%	282
2026 Q1	$8.44K	Buy	84 +1	+1%	+$103	﹤0.01%	287
2025 Q4	$8.16K	Buy	83 +1	+1%	+$100	﹤0.01%	283
2025 Q3	$8.23K	Buy	82 +1	+1%	+$98	﹤0.01%	283
2025 Q2	$7.83K	Buy	81 +1	+1%	+$96	﹤0.01%	279
2025 Q1	$7.98K	Hold	80	–	–	﹤0.01%	380
2024 Q4	$7.91K	Hold	80	–	–	﹤0.01%	384
2024 Q3	$8.54K	Buy	+80	New	+$8.1K	﹤0.01%	379
2024 Q2	–	Sell	-80	Closed	-$7.26K	–	404
2024 Q1	$7.54K	Hold	80	–	–	﹤0.01%	398
2023 Q4	$7.23K	Hold	80	–	–	﹤0.01%	386
2023 Q3	$6.63K	Hold	80	–	–	﹤0.01%	379
2023 Q2	$7.24K	Hold	80	–	–	﹤0.01%	370
2023 Q1	$7.1K	Hold	80	–	–	﹤0.01%	379
2022 Q4	$6.97K	Hold	80	–	–	﹤0.01%	347
2022 Q3	$7K	Buy	+80	New	+$7.8K	﹤0.01%	349
2022 Q2	–	Sell	-80	Closed	-$9K	–	358
2022 Q1	$9K	Hold	80	–	–	﹤0.01%	359
2021 Q4	$10K	Hold	80	–	–	﹤0.01%	360
2021 Q3	$8K	Buy	+80	New	+$8.77K	﹤0.01%	340

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

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

EPG Wealth Management held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 84 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

EPG Wealth Management first reported a position in RWR in Q3 2021 and has held it in 18 quarters since. The position peaked at $10K in Q4 2021. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

EPG Wealth Management held 84 shares of State Street SPDR Dow Jones REIT ETF worth $9.52K as of Q2 2026.
EPG Wealth Management 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 EPG Wealth Management's portfolio in Q2 2026, its #282 holding.
EPG Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2021 and has held it in 18 quarters since.
EPG Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $10K in Q4 2021.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

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