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Heartwood Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Heartwood Wealth 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
Q2 		$286K Sell
2,533
-6
-0.2% -$657 0.02% 199
2026
Q1 		$256K Hold
2,539
– – 0.02% 194
2025
Q4 		$249K Sell
2,539
-3
-0.1% -$299 0.02% 181
2025
Q3 		$255K Sell
2,542
-4
-0.2% -$393 0.02% 176
2025
Q2 		$246K Sell
2,546
-67
-3% -$6.43K 0.03% 166
2025
Q1 		$259K Sell
2,613
-11
-0.4% -$1.1K 0.03% 155
2024
Q4 		$259K Hold
2,624
– – 0.03% 143
2024
Q3 		$280K Sell
2,624
-64
-2% -$6.48K 0.03% 138
2024
Q2 		$250K Sell
2,688
-3
-0.1% -$272 0.03% 150
2024
Q1 		$254K Buy
2,691
+541
+25% +$50.3K 0.03% 132
2023
Q4 		$205K Buy
+2,150
New +$185K 0.03% 143
2021
Q1 		– Sell
-57,530
Closed -$4.99M – 89
2020
Q4 		$4.99M Buy
57,530
+1,161
+2% +$97K 0.81% 26
2020
Q3 		$4.39M Sell
56,369
-25,657
-31% -$2.04M 0.84% 25
2020
Q2 		$4.4M Buy
82,026
+28,265
+53% +$2.16M 0.87% 23
2020
Q1 		$3.88M Buy
53,761
+1,338
+3% +$127K 0.93% 22
2019
Q4 		$5.35M Buy
+52,423
New +$5.43M 1.02% 25

Other funds holding RWR

PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Heartwood Wealth Advisors's RWR Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.24% in Q2 2026, selling an estimated $657 and leaving 2,533 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #199.

Heartwood Wealth Advisors first reported a position in RWR in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.35M in Q4 2019. 43 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Heartwood Wealth Advisors held 2,533 shares of State Street SPDR Dow Jones REIT ETF worth $286K as of Q2 2026.
  • Heartwood Wealth Advisors 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 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and has held it in 16 quarters since.
  • Heartwood Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $5.35M in Q4 2019.
  • 43 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.