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Lewis Asset Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Lewis Asset 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
Q2 		$325K Buy
2,879
+114
+4% +$12.5K 0.11% 167
2026
Q1 		$279K Buy
+2,765
New +$285K 0.11% 162

Other funds holding RWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lewis Asset Management's RWR Position: Q2 2026 in Review

Lewis Asset Management increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 4.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 2,879 shares worth $325K. The position accounts for 0.11% of the portfolio, ranked #167.

Lewis Asset Management first reported a position in RWR in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Lewis Asset Management held 2,879 shares of State Street SPDR Dow Jones REIT ETF worth $325K as of Q2 2026.
  • Lewis Asset Management bought 114 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $12.5K.
  • State Street SPDR Dow Jones REIT ETF made up 0.11% of Lewis Asset Management's portfolio in Q2 2026, its #167 holding.
  • Lewis Asset Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.