EverSource Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.4K Hold
110
﹤0.01% 2773
2026
Q1
$11.1K Hold
110
﹤0.01% 2858
2025
Q4
$10.8K Hold
110
﹤0.01% 2759
2025
Q3
$11K Hold
110
﹤0.01% 2771
2025
Q2
$10.6K Hold
110
﹤0.01% 2770
2025
Q1
$10.9K Hold
110
﹤0.01% 2067
2024
Q4
$10.9K Hold
110
﹤0.01% 1948
2024
Q3
$11.7K Sell
110
-288
-72% -$29.2K ﹤0.01% 1766
2024
Q2
$39.2K Buy
398
+288
+262% +$26.1K ﹤0.01% 1204
2024
Q1
$9.61K Hold
110
﹤0.01% 1708
2023
Q4
$10.5K Sell
110
-50
-31% -$4.3K ﹤0.01% 1538
2023
Q3
$13.3K Hold
160
﹤0.01% 1298
2023
Q2
$14.5K Sell
160
-200
-56% -$17.7K ﹤0.01% 1284
2023
Q1
$32K Buy
360
+60
+20% +$5.48K ﹤0.01% 941
2022
Q4
$26.1K Buy
+300
New +$26.3K ﹤0.01% 983

Other funds holding RWR

EverSource Wealth Advisors's RWR Position: Q2 2026 in Review

EverSource Wealth Advisors held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 110 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

EverSource Wealth Advisors first reported a position in RWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.2K in Q2 2024. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • EverSource Wealth Advisors held 110 shares of State Street SPDR Dow Jones REIT ETF worth $12.4K as of Q2 2026.
  • EverSource Wealth 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #2773 holding.
  • EverSource Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $39.2K in Q2 2024.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.