Graney & King’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Graney & King’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	$95.7K	Buy	+847	New	+$92.8K	0.03%	110

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

Graney & King's RWR Position: Q2 2026 in Review

Graney & King opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 847 shares worth $95.7K. The stake represents 0.03% of the portfolio and ranks #110 among its holdings.

287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Graney & King held 847 shares of State Street SPDR Dow Jones REIT ETF worth $95.7K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Graney & King position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.03% of Graney & King's portfolio in Q2 2026, its #110 holding.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.