IFG Advisory’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$252K Buy
+2,232
New +$244K 0.01% 798
2025
Q3
Sell
-2,183
Closed -$211K 789
2025
Q2
$211K Sell
2,183
-182
-8% -$17.5K 0.01% 706
2025
Q1
$234K Sell
2,365
-162
-6% -$16.2K 0.01% 626
2024
Q4
$250K Buy
+2,527
New +$263K 0.01% 581
2024
Q3
Sell
-2,468
Closed -$230K 566
2024
Q2
$230K Buy
+2,468
New +$224K 0.01% 562
2024
Q1
Sell
-2,616
Closed -$249K 532
2023
Q4
$249K Buy
2,616
+13
+0.5% +$1.12K 0.02% 511
2023
Q3
$216K Buy
+2,603
New +$234K 0.02% 504
2023
Q2
Sell
-2,515
Closed -$223K 457
2023
Q1
$223K Buy
2,515
+6
+0.2% +$548 0.02% 471
2022
Q4
$218K Sell
2,509
-689
-22% -$60.4K 0.02% 444
2022
Q3
$269K Buy
3,198
+10
+0.3% +$975 0.02% 430
2022
Q2
$303K Buy
3,188
+615
+24% +$65.1K 0.03% 376
2022
Q1
$301K Buy
2,573
+4
+0.2% +$456 0.03% 402
2021
Q4
$313K Buy
2,569
+476
+23% +$54.8K 0.03% 396
2021
Q3
$220K Buy
2,093
+96
+5% +$10.5K 0.02% 450
2021
Q2
$209K Buy
+1,997
New +$205K 0.02% 455
2020
Q2
Sell
-3,438
Closed -$248K 396
2020
Q1
$248K Buy
3,438
+29
+0.9% +$2.74K 0.06% 304
2019
Q4
$347K Buy
3,409
+575
+20% +$59.5K 0.06% 290
2019
Q3
$296K Buy
+2,834
New +$289K 0.06% 308

Other funds holding RWR

IFG Advisory's RWR Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 2,232 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: IFG Advisory previously reported a position in RWR as recently as Q2 2025.

IFG Advisory first reported a position in RWR in Q3 2019 and has held it in 18 quarters since. The position peaked at $347K in Q4 2019. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • IFG Advisory held 2,232 shares of State Street SPDR Dow Jones REIT ETF worth $252K as of Q2 2026.
  • State Street SPDR Dow Jones REIT ETF was a new IFG Advisory position in Q2 2026.
  • State Street SPDR Dow Jones REIT ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #798 holding.
  • IFG Advisory first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2019 and has held it in 18 quarters since.
  • IFG Advisory's State Street SPDR Dow Jones REIT ETF position peaked at $347K in Q4 2019.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.