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

Sachetta’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 		$193K Sell
1,711
-74
-4% -$8.11K 0.09% 102
2026
Q1 		$180K Sell
1,785
-15
-0.8% -$1.55K 0.1% 101
2025
Q4 		$177K Sell
1,800
-51
-3% -$5.08K 0.1% 100
2025
Q3 		$186K Sell
1,851
-9
-0.5% -$884 0.07% 151
2025
Q2 		$179K Buy
1,860
+131
+8% +$12.6K 0.07% 150
2025
Q1 		$171K Sell
1,729
-87
-5% -$8.69K 0.07% 157
2024
Q4 		$180K Sell
1,816
-71
-4% -$7.39K 0.07% 154
2024
Q3 		$201K Sell
1,887
-29
-2% -$2.94K 0.08% 149
2024
Q2 		$190K Sell
1,916
-113
-6% -$10.3K 0.08% 149
2024
Q1 		$193K Hold
2,029
– – 0.09% 146
2023
Q4 		$193K Buy
+2,029
New +$174K 0.09% 146

Other funds holding RWR

PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
R
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Sachetta's RWR Position: Q2 2026 in Review

Sachetta reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 4.1% in Q2 2026, selling an estimated $8.11K and leaving 1,711 shares worth $193K. The position accounts for 0.09% of the portfolio, ranked #102.

Sachetta first reported a position in RWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $201K in Q3 2024. 50 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Sachetta held 1,711 shares of State Street SPDR Dow Jones REIT ETF worth $193K as of Q2 2026.
  • Sachetta sold 74 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $8.11K.
  • State Street SPDR Dow Jones REIT ETF made up 0.09% of Sachetta's portfolio in Q2 2026, its #102 holding.
  • Sachetta first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's State Street SPDR Dow Jones REIT ETF position peaked at $201K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.