Key Capital Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Key Capital Management’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 Q3	–	Sell	-22	Closed	-$2.48K	–	848
2026 Q2	$2.48K	Buy	+22	New	+$2.41K	﹤0.01%	548

Other funds holding RWR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

FFC

Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Affinity Wealth Canton, Ohio $189M AUM 15.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

St. Clair Advisors Mayfield Hts, Ohio $402M AUM 15.89% 1-Year Est. Return

DT Investment Partners Chadds Ford, Pennsylvania $1.37B AUM 14.49% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Key Capital Management's RWR Position: Q3 2026 in Review

Key Capital Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2026, closing a stake of 22 shares — an estimated $2.48K sold.

Key Capital Management first reported a position in RWR in Q2 2026 and held it in 1 quarter. The position peaked at $2.48K in Q2 2026. 147 funds tracked by Wall St. Rank hold RWR as of Q3 2026.

Key Capital Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2026 after selling out during the quarter.
Key Capital Management sold 22 State Street SPDR Dow Jones REIT ETF shares in Q3 2026, an estimated $2.48K.
Key Capital Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2026 and held it in 1 quarter.
Key Capital Management's State Street SPDR Dow Jones REIT ETF position peaked at $2.48K in Q2 2026.
147 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.