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

NWAM 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	$291K	Buy	+2,573	New	+$282K	0.01%	570

Other funds holding RWR

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

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

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

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

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

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

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

NWAM LLC's RWR Position: Q2 2026 in Review

NWAM LLC opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 2,573 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings.

71 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

NWAM LLC held 2,573 shares of State Street SPDR Dow Jones REIT ETF worth $291K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new NWAM LLC position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #570 holding.
71 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.