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

HHM 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	$93.2K	Hold	825	–	–	0.01%	298
2026 Q1	$83.3K	Hold	825	–	–	0.01%	300
2025 Q4	$81K	Hold	825	–	–	0.01%	296
2025 Q3	$82.7K	Hold	825	–	–	0.01%	302
2025 Q2	$79.6K	Hold	825	–	–	0.01%	307
2025 Q1	$81.8K	Hold	825	–	–	0.01%	289
2024 Q4	$81.6K	Hold	825	–	–	0.01%	288
2024 Q3	$88.1K	Hold	825	–	–	0.01%	265
2024 Q2	$76.8K	Hold	825	–	–	0.01%	281
2024 Q1	$77.8K	Hold	825	–	–	0.01%	239
2023 Q4	$78.6K	Hold	825	–	–	0.01%	231
2023 Q3	$68.4K	Hold	825	–	–	0.01%	236
2023 Q2	$74.6K	Hold	825	–	–	0.01%	238
2023 Q1	$73.2K	Hold	825	–	–	0.02%	233
2022 Q4	$71.9K	Hold	825	–	–	0.02%	205
2022 Q3	$70K	Hold	825	–	–	0.02%	192
2022 Q2	$78K	Hold	825	–	–	0.02%	216
2022 Q1	$97K	Buy	+825	New	+$94K	0.02%	224

Other funds holding RWR

PAG

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SCA

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

AIP

Alexis Investment Partners Montgomery, Texas $171M AUM 32.96% 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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

HHM Wealth Advisors held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 825 shares worth $93.2K. The position accounts for 0.01% of the portfolio, ranked #298.

HHM Wealth Advisors first reported a position in RWR in Q1 2022 and has held it in 18 quarters since. The position peaked at $97K in Q1 2022. 86 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

HHM Wealth Advisors held 825 shares of State Street SPDR Dow Jones REIT ETF worth $93.2K as of Q2 2026.
HHM Wealth Advisors left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #298 holding.
HHM Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2022 and has held it in 18 quarters since.
HHM Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $97K in Q1 2022.
86 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

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