Miller Global Investments’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Miller Global Investments’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	$7.34K	Hold	65	–	–	0.01%	243
2026 Q1	$6.56K	Buy	+65	New	+$6.7K	0.01%	248

Other funds holding RWR

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SCA

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

AIP

Alexis Investment Partners Montgomery, Texas $171M AUM 32.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Miller Global Investments's RWR Position: Q2 2026 in Review

Miller Global Investments held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 65 shares worth $7.34K. The position accounts for 0.01% of the portfolio, ranked #243.

Miller Global Investments first reported a position in RWR in Q1 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Miller Global Investments held 65 shares of State Street SPDR Dow Jones REIT ETF worth $7.34K as of Q2 2026.
Miller Global Investments left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Miller Global Investments's portfolio in Q2 2026, its #243 holding.
Miller Global Investments first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2026 and has held it in 2 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.