Sanibel Captiva Trust Company’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Sanibel Captiva Trust Company’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	$475K	Sell	4,205 -200	-5%	-$21.9K	0.01%	338
2026 Q1	$445K	Hold	4,405	–	–	0.01%	323
2025 Q4	$433K	Sell	4,405 -200	-4%	-$19.9K	0.01%	315
2025 Q3	$462K	Hold	4,605	–	–	0.01%	300
2025 Q2	$444K	Hold	4,605	–	–	0.01%	298
2025 Q1	$456K	Buy	4,605 +125	+3%	+$12.5K	0.01%	286
2024 Q4	$443K	Sell	4,480 -600	-12%	-$62.5K	0.01%	289
2024 Q3	$542K	Hold	5,080	–	–	0.02%	266
2024 Q2	$473K	Hold	5,080	–	–	0.02%	262
2024 Q1	$479K	Hold	5,080	–	–	0.02%	260
2023 Q4	$484K	Buy	+5,080	New	+$437K	0.02%	243

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

Sanibel Captiva Trust Company's RWR Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 4.5% in Q2 2026, selling an estimated $21.9K and leaving 4,205 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #338.

Sanibel Captiva Trust Company first reported a position in RWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $542K in Q3 2024. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Sanibel Captiva Trust Company held 4,205 shares of State Street SPDR Dow Jones REIT ETF worth $475K as of Q2 2026.
Sanibel Captiva Trust Company sold 200 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $21.9K.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #338 holding.
Sanibel Captiva Trust Company first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's State Street SPDR Dow Jones REIT ETF position peaked at $542K in Q3 2024.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.