Farther Finance Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Farther Finance Advisors’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 Q3	$484K	Sell	4,607 -106	-2%	-$12K	﹤0.01%	1623
2026 Q2	$533K	Sell	4,713 -51	-1%	-$5.59K	﹤0.01%	1520
2026 Q1	$484K	Hold	4,764	–	–	﹤0.01%	1420
2025 Q4	$468K	Buy	4,764 +4,738	+18,223%	+$472K	0.01%	1350
2025 Q3	$2.61K	Sell	26 -169	-87%	-$16.6K	﹤0.01%	4036
2025 Q2	$18.8K	Buy	195 +167	+596%	+$16K	﹤0.01%	2715
2025 Q1	$2.78K	Sell	28 -80	-74%	-$7.99K	﹤0.01%	3264
2024 Q4	$10.7K	Buy	108 +74	+218%	+$7.71K	﹤0.01%	2358
2024 Q3	$3.63K	Sell	34 -33	-49%	-$3.34K	﹤0.01%	2778
2024 Q2	$6.19K	Sell	67 -13	-16%	-$1.18K	﹤0.01%	2298
2024 Q1	$7.41K	Buy	80 +39	+95%	+$3.63K	﹤0.01%	1884
2023 Q4	$3.91K	Hold	41	–	–	﹤0.01%	2096
2023 Q3	$3.4K	Sell	41 -15	-27%	-$1.35K	﹤0.01%	1652
2023 Q2	$5.07K	Buy	56 +51	+1,020%	+$4.5K	﹤0.01%	1428
2023 Q1	$444	Buy	+5	New	+$457	﹤0.01%	2037

Other funds holding RWR

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's RWR Position: Q3 2026 in Review

Farther Finance Advisors reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 2.2% in Q3 2026, selling an estimated $12K and leaving 4,607 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Farther Finance Advisors first reported a position in RWR in Q1 2023 and has held it in 15 quarters since. The position peaked at $533K in Q2 2026. 12 funds tracked by Wall St. Rank hold RWR as of Q3 2026.

Farther Finance Advisors held 4,607 shares of State Street SPDR Dow Jones REIT ETF worth $484K as of Q3 2026.
Farther Finance Advisors sold 106 State Street SPDR Dow Jones REIT ETF shares in Q3 2026, an estimated $12K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1623 holding.
Farther Finance Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2023 and has held it in 15 quarters since.
Farther Finance Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $533K in Q2 2026.
12 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.