Lido Advisors’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
$886K Buy
7,845
+1,365
+21% +$150K ﹤0.01% 1151
2026
Q1
$654K Sell
6,480
-1,259
-16% -$130K ﹤0.01% 1161
2025
Q4
$776K Buy
7,739
+34
+0.4% +$3.39K ﹤0.01% 1114
2025
Q3
$773K Sell
7,705
-3,085
-29% -$303K ﹤0.01% 1061
2025
Q2
$1.04M Buy
10,790
+4,361
+68% +$419K ﹤0.01% 833
2025
Q1
$637K Hold
6,429
﹤0.01% 939
2024
Q4
$636K Buy
6,429
+1
+0% +$104 ﹤0.01% 930
2024
Q3
$686K Buy
6,428
+1
+0% +$101 ﹤0.01% 841
2024
Q2
$598K Sell
6,427
-45
-0.7% -$4.08K ﹤0.01% 869
2024
Q1
$610K Sell
6,472
-421
-6% -$39.2K ﹤0.01% 838
2023
Q4
$657K Buy
+6,893
New +$593K ﹤0.01% 762

Other funds holding RWR

Lido Advisors's RWR Position: Q2 2026 in Review

Lido Advisors increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 21% in Q2 2026, buying an estimated $150K and bringing the position to 7,845 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Lido Advisors first reported a position in RWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q2 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Lido Advisors held 7,845 shares of State Street SPDR Dow Jones REIT ETF worth $886K as of Q2 2026.
  • Lido Advisors bought 1,365 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $150K.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1151 holding.
  • Lido Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Lido Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $1.04M in Q2 2025.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.