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

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

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. 287 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.
287 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.