Moller Wealth Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Moller Wealth Partners’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	$1.48M	Hold	13,105	–	–	0.27%	32
2026 Q1	$1.32M	Buy	13,105 +36	+0.3%	+$3.71K	0.26%	32
2025 Q4	$1.28M	Sell	13,069 -36	-0.3%	-$3.59K	0.27%	31
2025 Q3	$1.31M	Sell	13,105 -973	-7%	-$95.5K	0.27%	31
2025 Q2	$1.36M	Sell	14,078 -116	-0.8%	-$11.1K	0.3%	31
2025 Q1	$1.41M	Sell	14,194 -10	-0.1%	-$998	0.35%	31
2024 Q4	$1.4M	Hold	14,204	–	–	0.37%	29
2024 Q3	$1.52M	Sell	14,204 -20	-0.1%	-$2.02K	0.38%	28
2024 Q2	$1.32M	Hold	14,224	–	–	0.35%	29
2024 Q1	$1.34M	Hold	14,224	–	–	0.36%	28
2023 Q4	$1.36M	Buy	14,224 +3,962	+39%	+$341K	0.38%	28
2023 Q3	$851K	Buy	10,262 +250	+2%	+$22.5K	0.27%	29
2023 Q2	$905K	Hold	10,012	–	–	0.28%	29
2023 Q1	$889K	Sell	10,012 -9	-0.1%	-$822	0.27%	30
2022 Q4	$873K	Hold	10,021	–	–	0.28%	31
2022 Q3	$844K	Hold	10,021	–	–	0.3%	30
2022 Q2	$953K	Sell	10,021 -862	-8%	-$91.2K	0.32%	30
2022 Q1	$1.28M	Hold	10,883	–	–	0.4%	27
2021 Q4	$1.33M	Hold	10,883	–	–	0.42%	27
2021 Q3	$1.15M	Hold	10,883	–	–	0.38%	27
2021 Q2	$1.14M	Hold	10,883	–	–	0.38%	27
2021 Q1	$1.03M	Hold	10,883	–	–	0.36%	28
2020 Q4	$944K	Hold	10,883	–	–	0.39%	31
2020 Q3	$849K	Sell	10,883 -12	-0.1%	-$954	0.38%	29
2020 Q2	$850K	Sell	10,895 -68	-0.6%	-$5.21K	0.37%	31
2020 Q1	$792K	Hold	10,963	–	–	0.41%	28
2019 Q4	$1.12M	Sell	10,963 -22	-0.2%	-$2.28K	0.49%	27
2019 Q3	$1.15M	Hold	10,985	–	–	0.56%	26
2019 Q2	$1.08M	Sell	10,985 -22	-0.2%	-$2.19K	0.56%	27
2019 Q1	$1.09M	Sell	11,007 -1,260	-10%	-$119K	0.49%	23
2018 Q4	$1.09M	Sell	12,267 -880	-7%	-$80.5K	0.71%	24
2018 Q3	$1.23M	Sell	13,147 -3,231	-20%	-$307K	0.54%	20
2018 Q2	$1.54M	Hold	16,378	–	–	0.6%	22
2018 Q1	$1.41M	Buy	16,378 +3,349	+26%	+$290K	0.61%	22
2017 Q4	$1.22M	Sell	13,029 -11	-0.1%	-$1.03K	0.46%	22
2017 Q3	$1.21M	Sell	13,040 -279	-2%	-$25.9K	0.46%	22
2017 Q2	$1.24M	Buy	13,319 +253	+2%	+$23.5K	0.52%	22
2017 Q1	$1.21M	Hold	13,066	–	–	0.53%	24
2016 Q4	$1.22M	Sell	13,066 -116	-0.9%	-$10.6K	0.6%	22
2016 Q3	$1.28M	Sell	13,182 -11	-0.1%	-$1.1K	0.59%	23
2016 Q2	$1.31M	Sell	13,193 -130	-1%	-$12.3K	0.64%	22
2016 Q1	$1.27M	Sell	13,323 -24,854	-65%	-$2.21M	0.74%	21
2015 Q4	$3.5M	Buy	38,177 +23,069	+153%	+$2.09M	1.93%	14
2015 Q3	$1.3M	Sell	15,108 -2,482	-14%	-$216K	1.21%	17
2015 Q2	$1.48M	Sell	17,590 -491	-3%	-$44.1K	0.67%	21
2015 Q1	$1.71M	Sell	18,081 -1,402	-7%	-$133K	0.79%	16
2014 Q4	$1.77M	Sell	19,483 -2,035	-9%	-$178K	0.88%	16
2014 Q3	$1.68M	Buy	21,518 +426	+2%	+$35.6K	0.79%	17
2014 Q2	$1.75M	Sell	21,092 -1,643	-7%	-$134K	0.8%	17
2014 Q1	$1.77M	Sell	22,735 -1,062	-4%	-$80.2K	0.91%	17
2013 Q4	$1.7M	Sell	23,797 -881	-4%	-$64.8K	0.91%	17
2013 Q3	$1.8M	Sell	24,678 -374	-1%	-$28K	1.13%	16
2013 Q2	$1.9M	Buy	+25,052	New	+$2M	1.39%	14

Other funds holding RWR

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Moller Wealth Partners's RWR Position: Q2 2026 in Review

Moller Wealth Partners held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 13,105 shares worth $1.48M. The position accounts for 0.27% of the portfolio, ranked #32.

Moller Wealth Partners first reported a position in RWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.5M in Q4 2015. 97 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Moller Wealth Partners held 13,105 shares of State Street SPDR Dow Jones REIT ETF worth $1.48M as of Q2 2026.
Moller Wealth Partners left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.27% of Moller Wealth Partners's portfolio in Q2 2026, its #32 holding.
Moller Wealth Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and has held it in 53 quarters since.
Moller Wealth Partners's State Street SPDR Dow Jones REIT ETF position peaked at $3.5M in Q4 2015.
97 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.