Merit Financial Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Merit Financial Group’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	$331K	Sell	2,933 -209	-7%	-$22.9K	﹤0.01%	1749
2026 Q1	$317K	Sell	3,142 -263	-8%	-$27.1K	﹤0.01%	1621
2025 Q4	$335K	Sell	3,405 -614	-15%	-$61.2K	﹤0.01%	1497
2025 Q3	$403K	Buy	4,019 +63	+2%	+$6.19K	﹤0.01%	1298
2025 Q2	$381K	Sell	3,956 -2,203	-36%	-$211K	﹤0.01%	1223
2025 Q1	$611K	Buy	6,159 +1,976	+47%	+$197K	0.01%	847
2024 Q4	$414K	Sell	4,183 -44	-1%	-$4.58K	0.01%	787
2024 Q3	$451K	Buy	4,227 +17	+0.4%	+$1.72K	0.01%	574
2024 Q2	$392K	Sell	4,210 -321	-7%	-$29.1K	0.01%	644
2024 Q1	$405K	Buy	+4,531	New	+$421K	0.01%	609

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Merit Financial Group's RWR Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 6.7% in Q2 2026, selling an estimated $22.9K and leaving 2,933 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Merit Financial Group first reported a position in RWR in Q1 2024 and has held it in 10 quarters since. The position peaked at $611K in Q1 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Merit Financial Group held 2,933 shares of State Street SPDR Dow Jones REIT ETF worth $331K as of Q2 2026.
Merit Financial Group sold 209 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $22.9K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1749 holding.
Merit Financial Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2024 and has held it in 10 quarters since.
Merit Financial Group's State Street SPDR Dow Jones REIT ETF position peaked at $611K in Q1 2025.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.