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Smallwood Wealth Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Smallwood Wealth Investment 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 		$1.99M Buy
17,627
+574
+3% +$62.9K 0.87% 23
2026
Q1 		$1.72M Sell
17,053
-1,160
-6% -$120K 0.91% 25
2025
Q4 		$1.79M Sell
18,213
-696
-4% -$69.3K 0.94% 24
2025
Q3 		$1.9M Buy
18,909
+690
+4% +$67.7K 0.97% 20
2025
Q2 		$1.76M Buy
18,219
+314
+2% +$30.1K 1% 20
2025
Q1 		$1.77M Buy
17,905
+411
+2% +$41K 1.12% 19
2024
Q4 		$1.73M Buy
17,494
+6,329
+57% +$659K 1.18% 19
2024
Q3 		$1.19M Buy
11,165
+156
+1% +$15.8K 0.85% 23
2024
Q2 		$1.02M Buy
11,009
+471
+4% +$42.7K 0.79% 24
2024
Q1 		$993K Buy
10,538
+306
+3% +$28.5K 0.77% 25
2023
Q4 		$975K Buy
10,232
+41
+0.4% +$3.52K 0.81% 23
2023
Q3 		$845K Buy
10,191
+151
+2% +$13.6K 0.77% 26
2023
Q2 		$908K Sell
10,040
-498
-5% -$44K 0.81% 25
2023
Q1 		$936K Sell
10,538
-281
-3% -$25.7K 0.89% 24
2022
Q4 		$943K Buy
10,819
+906
+9% +$79.4K 0.8% 26
2022
Q3 		$835K Sell
9,913
-1,086
-10% -$106K 0.75% 29
2022
Q2 		$1.05M Sell
10,999
-22
-0.2% -$2.33K 1.06% 20
2022
Q1 		$1.29M Sell
11,021
-45
-0.4% -$5.13K 1.22% 17
2021
Q4 		$1.35M Buy
+11,066
New +$1.27M 1.26% 13

Other funds holding RWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
AIP
Alexis Investment Partners Montgomery, Texas $171M AUM 32.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Smallwood Wealth Investment Management's RWR Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 3.4% in Q2 2026, buying an estimated $62.9K and bringing the position to 17,627 shares worth $1.99M. The position accounts for 0.87% of the portfolio, ranked #23.

Smallwood Wealth Investment Management first reported a position in RWR in Q4 2021 and has held it in 19 quarters since. 102 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Smallwood Wealth Investment Management held 17,627 shares of State Street SPDR Dow Jones REIT ETF worth $1.99M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 574 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $62.9K.
  • State Street SPDR Dow Jones REIT ETF made up 0.87% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #23 holding.
  • Smallwood Wealth Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • 102 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.