McMill Wealth Management’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
$27M Buy
307,264
+596
+0.2% +$65.3K 6.48% 3
2026
Q1
$23.5M Buy
+306,668
New +$31.6M 6.24% 4

Other funds holding RWR

McMill Wealth Management's RWR Position: Q2 2026 in Review

McMill Wealth Management increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.19% in Q2 2026, buying an estimated $65.3K and bringing the position to 307,264 shares worth $27M. The position accounts for 6.48% of the portfolio, ranked #3.

McMill Wealth Management first reported a position in RWR in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • McMill Wealth Management held 307,264 shares of State Street SPDR Dow Jones REIT ETF worth $27M as of Q2 2026.
  • McMill Wealth Management bought 596 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $65.3K.
  • State Street SPDR Dow Jones REIT ETF made up 6.48% of McMill Wealth Management's portfolio in Q2 2026, its #3 holding.
  • McMill Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on McMill Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.