Medallion Wealth 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
$89.3K Buy
790
+27
+4% +$2.96K 0.03% 366
2026
Q1
$77.1K Sell
763
-11
-1% -$1.13K 0.03% 394
2025
Q4
$76K Buy
774
+12
+2% +$1.2K 0.03% 401
2025
Q3
$76.4K Buy
762
+31
+4% +$3.04K 0.03% 397
2025
Q2
$70.6K Sell
731
-59
-7% -$5.66K 0.03% 404
2025
Q1
$78.3K Buy
790
+67
+9% +$6.69K 0.04% 350
2024
Q4
$71.6K Buy
+723
New +$75.3K 0.04% 350

Other funds holding RWR

Medallion Wealth Advisors's RWR Position: Q2 2026 in Review

Medallion Wealth Advisors increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 3.5% in Q2 2026, buying an estimated $2.96K and bringing the position to 790 shares worth $89.3K. The position accounts for 0.03% of the portfolio, ranked #366.

Medallion Wealth Advisors first reported a position in RWR in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Medallion Wealth Advisors held 790 shares of State Street SPDR Dow Jones REIT ETF worth $89.3K as of Q2 2026.
  • Medallion Wealth Advisors bought 27 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $2.96K.
  • State Street SPDR Dow Jones REIT ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #366 holding.
  • Medallion Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.