Raleigh Capital Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Raleigh Capital Management’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	$65.3K	Buy	+578	New	+$63.3K	0.02%	264
2026 Q1	–	Hold	0	–	–	–	694
2025 Q4	–	Sell	-129	Closed	-$12.9K	–	506
2025 Q3	$13K	Sell	129 -17,459	-99%	-$1.71M	﹤0.01%	350
2025 Q2	$1.7M	Buy	+17,588	New	+$1.69M	0.71%	42
2025 Q1	–	Sell	-133	Closed	-$13.3K	–	557
2024 Q4	$13.1K	Buy	133 +17	+15%	+$1.77K	0.01%	559
2024 Q3	$12.4K	Buy	116 +5	+5%	+$506	﹤0.01%	545
2024 Q2	$10.3K	Sell	111 -7	-6%	-$635	﹤0.01%	570
2024 Q1	$11.1K	Sell	118 -100	-46%	-$9.3K	﹤0.01%	540
2023 Q4	$20.8K	Buy	218 +8	+4%	+$688	0.01%	431
2023 Q3	$17.4K	Buy	210 +66	+46%	+$5.93K	0.01%	419
2023 Q2	$13K	Buy	144 +28	+24%	+$2.47K	0.01%	439
2023 Q1	$10.3K	Sell	116 -1	-0.9%	-$91	0.01%	499
2022 Q4	$10.2K	Buy	117 +1	+0.9%	+$88	0.01%	434
2022 Q3	$10K	Sell	116 -64	-36%	-$6.24K	0.01%	367
2022 Q2	$17K	Buy	180 +48	+36%	+$5.08K	0.01%	304
2022 Q1	$16K	Buy	+132	New	+$15K	0.01%	315

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raleigh Capital Management's RWR Position: Q2 2026 in Review

Raleigh Capital Management opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 578 shares worth $65.3K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings. This is a return to the name: Raleigh Capital Management previously reported a position in RWR as recently as Q3 2025.

Raleigh Capital Management first reported a position in RWR in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q2 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Raleigh Capital Management held 578 shares of State Street SPDR Dow Jones REIT ETF worth $65.3K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Raleigh Capital Management position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.02% of Raleigh Capital Management's portfolio in Q2 2026, its #264 holding.
Raleigh Capital Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2022 and has held it in 15 quarters since.
Raleigh Capital Management's State Street SPDR Dow Jones REIT ETF position peaked at $1.7M in Q2 2025.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.