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

Evermay 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	$57.5K	Hold	509	–	–	0.01%	341
2026 Q1	$51.4K	Hold	509	–	–	0.01%	320
2025 Q4	$50K	Sell	509 -92	-15%	-$9.16K	0.01%	321
2025 Q3	$60.3K	Hold	601	–	–	0.01%	315
2025 Q2	$58K	Hold	601	–	–	0.01%	313
2025 Q1	$59.6K	Hold	601	–	–	0.01%	307
2024 Q4	$59.4K	Hold	601	–	–	0.01%	305
2024 Q3	$64.1K	Hold	601	–	–	0.01%	315
2024 Q2	$56K	Hold	601	–	–	0.01%	335
2024 Q1	$56.6K	Hold	601	–	–	0.01%	342
2023 Q4	$57.3K	Hold	601	–	–	0.01%	315
2023 Q3	$49.8K	Hold	601	–	–	0.01%	306
2023 Q2	$54.4K	Hold	601	–	–	0.01%	301
2023 Q1	$53.4K	Sell	601 -148	-20%	-$13.5K	0.01%	296
2022 Q4	$65.3K	Sell	749 -50	-6%	-$4.38K	0.01%	271
2022 Q3	$67K	Hold	799	–	–	0.01%	256
2022 Q2	$76K	Hold	799	–	–	0.01%	240
2022 Q1	$94K	Buy	799 +777	+3,532%	+$88.5K	0.02%	258
2021 Q4	$3K	Buy	+22	New	+$2.53K	﹤0.01%	470
2020 Q2	–	Sell	-3,141	Closed	-$227K	–	155
2020 Q1	$227K	Hold	3,141	–	–	0.07%	125
2019 Q4	$320K	Hold	3,141	–	–	0.08%	118
2019 Q3	$328K	Buy	+3,141	New	+$320K	0.09%	105

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

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

Evermay Wealth Management held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 509 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #341.

Evermay Wealth Management first reported a position in RWR in Q3 2019 and has held it in 22 quarters since. The position peaked at $328K in Q3 2019. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Evermay Wealth Management held 509 shares of State Street SPDR Dow Jones REIT ETF worth $57.5K as of Q2 2026.
Evermay 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 Evermay Wealth Management's portfolio in Q2 2026, its #341 holding.
Evermay Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2019 and has held it in 22 quarters since.
Evermay Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $328K in Q3 2019.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.