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AFFINITY WEALTH LLC’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

AFFINITY WEALTH LLC’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 		$10.4M Buy
91,986
+2,653
+3% +$291K 5.58% 7
2026
Q1 		$9.02M Buy
+89,333
New +$9.21M 5.76% 7

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFFINITY WEALTH LLC's RWR Position: Q2 2026 in Review

AFFINITY WEALTH LLC increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 3% in Q2 2026, buying an estimated $291K and bringing the position to 91,986 shares worth $10.4M. The position accounts for 5.58% of the portfolio, ranked #7.

AFFINITY WEALTH LLC first reported a position in RWR in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • AFFINITY WEALTH LLC held 91,986 shares of State Street SPDR Dow Jones REIT ETF worth $10.4M as of Q2 2026.
  • AFFINITY WEALTH LLC bought 2,653 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $291K.
  • State Street SPDR Dow Jones REIT ETF made up 5.58% of AFFINITY WEALTH LLC's portfolio in Q2 2026, its #7 holding.
  • AFFINITY WEALTH LLC first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q2 2026, filed 26 Aug 2026.