Gibson Capital’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Gibson Capital’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	$1.02M	Hold	8,995	–	–	0.17%	27
2026 Q1	$908K	Hold	8,995	–	–	0.17%	25
2025 Q4	$884K	Hold	8,995	–	–	0.16%	27
2025 Q3	$902K	Hold	8,995	–	–	0.17%	29
2025 Q2	$867K	Hold	8,995	–	–	0.17%	26
2025 Q1	$892K	Hold	8,995	–	–	0.19%	23
2024 Q4	$889K	Hold	8,995	–	–	0.18%	24
2024 Q3	$960K	Hold	8,995	–	–	0.2%	20
2024 Q2	$837K	Hold	8,995	–	–	0.18%	22
2024 Q1	$848K	Hold	8,995	–	–	0.19%	21
2023 Q4	$857K	Hold	8,995	–	–	0.2%	19
2023 Q3	$746K	Hold	8,995	–	–	0.2%	18
2023 Q2	$814K	Hold	8,995	–	–	0.21%	17
2023 Q1	$799K	Hold	8,995	–	–	0.21%	18
2022 Q4	$784K	Hold	8,995	–	–	0.23%	17
2022 Q3	$757K	Hold	8,995	–	–	0.24%	17
2022 Q2	$853K	Hold	8,995	–	–	0.25%	16
2022 Q1	$1.05M	Hold	8,995	–	–	0.26%	15
2021 Q4	$1.1M	Sell	8,995 -100	-1%	-$11.5K	0.25%	15
2021 Q3	$956K	Sell	9,095 -354	-4%	-$38.8K	0.25%	14
2021 Q2	$990K	Hold	9,449	–	–	0.26%	13
2021 Q1	$892K	Hold	9,449	–	–	0.25%	13
2020 Q4	$819K	Hold	9,449	–	–	0.24%	16
2020 Q3	$735K	Hold	9,449	–	–	0.24%	16
2020 Q2	$735K	Hold	9,449	–	–	0.26%	14
2020 Q1	$680K	Hold	9,449	–	–	0.29%	14
2019 Q4	$962K	Hold	9,449	–	–	0.32%	16
2019 Q3	$986K	Hold	9,449	–	–	0.36%	13
2019 Q2	$931K	Hold	9,449	–	–	0.35%	11
2019 Q1	$932K	Hold	9,449	–	–	0.31%	13
2018 Q4	$810K	Hold	9,449	–	–	0.32%	14
2018 Q3	$879K	Hold	9,449	–	–	0.3%	16
2018 Q2	$886K	Hold	9,449	–	–	0.31%	16
2018 Q1	$813K	Hold	9,449	–	–	0.29%	17
2017 Q4	$884K	Hold	9,449	–	–	0.31%	16
2017 Q3	$874K	Hold	9,449	–	–	0.31%	15
2017 Q2	$877K	Hold	9,449	–	–	0.31%	15
2017 Q1	$870K	Hold	9,449	–	–	0.3%	14
2016 Q4	$882K	Hold	9,449	–	–	0.3%	15
2016 Q3	$918K	Hold	9,449	–	–	0.32%	15
2016 Q2	$938K	Hold	9,449	–	–	0.33%	15
2016 Q1	$897K	Hold	9,449	–	–	0.32%	15
2015 Q4	$864K	Hold	9,449	–	–	0.31%	15
2015 Q3	$814K	Hold	9,449	–	–	0.27%	17
2015 Q2	$796K	Hold	9,449	–	–	0.24%	19
2015 Q1	$892K	Hold	9,449	–	–	0.27%	19
2014 Q4	$857K	Hold	9,449	–	–	0.26%	20
2014 Q3	$754K	Buy	9,449 +302	+3%	+$25.3K	0.24%	17
2014 Q2	$759K	Sell	9,147 -1,502	-14%	-$123K	0.25%	15
2014 Q1	$831K	Sell	10,649 -41	-0.4%	-$3.1K	0.29%	12
2013 Q4	$761K	Hold	10,690	–	–	0.29%	10
2013 Q3	$780K	Hold	10,690	–	–	0.31%	9
2013 Q2	$812K	Buy	+10,690	New	+$855K	0.32%	8

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gibson Capital's RWR Position: Q2 2026 in Review

Gibson Capital held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 8,995 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #27.

Gibson Capital first reported a position in RWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.1M in Q4 2021. 249 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Gibson Capital held 8,995 shares of State Street SPDR Dow Jones REIT ETF worth $1.02M as of Q2 2026.
Gibson Capital left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.17% of Gibson Capital's portfolio in Q2 2026, its #27 holding.
Gibson Capital first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and has held it in 53 quarters since.
Gibson Capital's State Street SPDR Dow Jones REIT ETF position peaked at $1.1M in Q4 2021.
249 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.