Onyx Bridge Wealth Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Onyx Bridge Wealth 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	$680K	Sell	6,021 -212	-3%	-$23.2K	0.06%	198
2026 Q1	$629K	Sell	6,233 -9,932	-61%	-$1.02M	0.07%	188
2025 Q4	$1.59M	Sell	16,165 -6,941	-30%	-$691K	0.17%	105
2025 Q3	$2.32M	Buy	+23,106	New	+$2.27M	0.25%	78

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

Onyx Bridge Wealth Group's RWR Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 3.4% in Q2 2026, selling an estimated $23.2K and leaving 6,021 shares worth $680K. The position accounts for 0.06% of the portfolio, ranked #198.

Onyx Bridge Wealth Group first reported a position in RWR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.32M in Q3 2025. 97 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Onyx Bridge Wealth Group held 6,021 shares of State Street SPDR Dow Jones REIT ETF worth $680K as of Q2 2026.
Onyx Bridge Wealth Group sold 212 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $23.2K.
State Street SPDR Dow Jones REIT ETF made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #198 holding.
Onyx Bridge Wealth Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2025 and has held it in 4 quarters since.
Onyx Bridge Wealth Group's State Street SPDR Dow Jones REIT ETF position peaked at $2.32M in Q3 2025.
97 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.