Redhawk Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Redhawk Wealth Advisors’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	$282K	Buy	2,493 +10	+0.4%	+$1.09K	0.03%	347
2026 Q1	$251K	Buy	2,483 +7	+0.3%	+$722	0.03%	331
2025 Q4	$243K	Sell	2,476 -7	-0.3%	-$697	0.03%	328
2025 Q3	$249K	Sell	2,483 -333	-12%	-$32.7K	0.03%	308
2025 Q2	$272K	Sell	2,816 -130	-4%	-$12.5K	0.03%	278
2025 Q1	$292K	Sell	2,946 -58,968	-95%	-$5.89M	0.04%	237
2024 Q4	$6.12M	Buy	61,914 +2,156	+4%	+$224K	0.83%	28
2024 Q3	$6.38M	Buy	+59,758	New	+$6.05M	0.91%	25
2023 Q3	–	Sell	-2,252	Closed	-$204K	–	226
2023 Q2	$204K	Buy	+2,252	New	+$199K	0.06%	193
2023 Q1	–	Sell	-2,534	Closed	-$221K	–	204
2022 Q4	$221K	Buy	+2,534	New	+$222K	0.09%	170
2022 Q3	–	Sell	-2,497	Closed	-$237K	–	178
2022 Q2	$237K	Sell	2,497 -559	-18%	-$59.1K	0.11%	143
2022 Q1	$359K	Sell	3,056 -41,229	-93%	-$4.7M	0.1%	143
2021 Q4	$5.41M	Buy	44,285 +1,236	+3%	+$142K	1.38%	18
2021 Q3	$4.54M	Buy	43,049 +40,919	+1,921%	+$4.48M	1.26%	20
2021 Q2	$223K	Buy	+2,130	New	+$218K	0.05%	231
2019 Q3	–	Sell	-64,485	Closed	-$6.37M	–	369
2019 Q2	$6.37M	Buy	+64,485	New	+$6.41M	2.53%	12

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

Redhawk Wealth Advisors's RWR Position: Q2 2026 in Review

Redhawk Wealth Advisors increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.4% in Q2 2026, buying an estimated $1.09K and bringing the position to 2,493 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #347.

Redhawk Wealth Advisors first reported a position in RWR in Q2 2019 and has held it in 16 quarters since. The position peaked at $6.38M in Q3 2024. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Redhawk Wealth Advisors held 2,493 shares of State Street SPDR Dow Jones REIT ETF worth $282K as of Q2 2026.
Redhawk Wealth Advisors bought 10 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $1.09K.
State Street SPDR Dow Jones REIT ETF made up 0.03% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #347 holding.
Redhawk Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2019 and has held it in 16 quarters since.
Redhawk Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $6.38M in Q3 2024.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.