Guardian Wealth Advisors (North Carolina)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-2	Closed	-$202	–	550
2026 Q1	$202	Buy	+2	New	+$206	﹤0.01%	608
2025 Q3	–	Sell	-2	Closed	-$193	–	504
2025 Q2	$193	Hold	2	–	–	﹤0.01%	548
2025 Q1	$198	Hold	2	–	–	﹤0.01%	526
2024 Q4	$198	Hold	2	–	–	﹤0.01%	510
2024 Q3	$213	Hold	2	–	–	﹤0.01%	447
2024 Q2	$186	Hold	2	–	–	﹤0.01%	434
2024 Q1	$189	Hold	2	–	–	﹤0.01%	450
2023 Q4	$191	Buy	+2	New	+$172	﹤0.01%	437
2022 Q3	–	Sell	-248	Closed	-$24K	–	366
2022 Q2	$24K	Hold	248	–	–	﹤0.01%	263
2022 Q1	$23K	Hold	248	–	–	0.01%	202
2021 Q4	$23K	Buy	+248	New	+$28.6K	0.01%	191

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

Guardian Wealth Advisors (North Carolina)'s RWR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026, closing a stake of 2 shares — an estimated $202 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in RWR in Q4 2021 and held it in 11 quarters. The position peaked at $24K in Q2 2022. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $202.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR Dow Jones REIT ETF position peaked at $24K in Q2 2022.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.