Medallion Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Medallion Wealth Advisors’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 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's RWR Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 1.4% in Q1 2026, selling an estimated $1.13K and leaving 763 shares worth $77.1K. The position accounts for 0.03% of the portfolio, ranked #394.

Medallion Wealth Advisors first reported a position in RWR in Q4 2024 and has held it in 6 quarters since. The position peaked at $78.3K in Q1 2025. 257 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

Medallion Wealth Advisors held 763 shares of State Street SPDR Dow Jones REIT ETF worth $77.1K as of Q1 2026.
Medallion Wealth Advisors sold 11 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $1.13K.
State Street SPDR Dow Jones REIT ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #394 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $78.3K in Q1 2025.
257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.