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

Evolution 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	$9.26K	Sell	82 -6	-7%	-$657	0.01%	590
2026 Q1	$8.88K	Buy	88 +1	+1%	+$103	0.01%	533
2025 Q4	$8.55K	Buy	87 +64	+278%	+$6.38K	0.01%	467
2025 Q3	$2.31K	Hold	23	–	–	﹤0.01%	496
2025 Q2	$2.22K	Buy	+23	New	+$2.21K	﹤0.01%	514

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

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

Evolution Wealth Management reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 6.8% in Q2 2026, selling an estimated $657 and leaving 82 shares worth $9.26K. The position accounts for 0.01% of the portfolio, ranked #590.

Evolution Wealth Management first reported a position in RWR in Q2 2025 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Evolution Wealth Management held 82 shares of State Street SPDR Dow Jones REIT ETF worth $9.26K as of Q2 2026.
Evolution Wealth Management sold 6 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $657.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #590 holding.
Evolution Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2025 and has held it in 5 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.