Snowden Capital Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Snowden Capital 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	$1.25M	Sell	11,098 -4,251	-28%	-$466K	0.03%	490
2026 Q1	$1.55M	Buy	15,349 +1,199	+8%	+$124K	0.04%	399
2025 Q4	$1.39M	Buy	14,150 +1,696	+14%	+$169K	0.04%	422
2025 Q3	$1.25M	Buy	12,454 +299	+2%	+$29.4K	0.03%	457
2025 Q2	$1.17M	Sell	12,155 -118	-1%	-$11.3K	0.03%	466
2025 Q1	$1.22M	Sell	12,273 -2,287	-16%	-$228K	0.04%	444
2024 Q4	$1.44M	Buy	14,560 +194	+1%	+$20.2K	0.04%	392
2024 Q3	$1.53M	Sell	14,366 -87	-0.6%	-$8.81K	0.05%	396
2024 Q2	$1.35M	Buy	14,453 +1,141	+9%	+$103K	0.04%	424
2024 Q1	$1.25M	Buy	13,312 +658	+5%	+$61.2K	0.04%	443
2023 Q4	$1.21M	Sell	12,654 -177	-1%	-$15.2K	0.05%	399
2023 Q3	$1.06M	Sell	12,831 -838	-6%	-$75.3K	0.05%	404
2023 Q2	$1.24M	Buy	13,669 +1,605	+13%	+$142K	0.04%	404
2023 Q1	$1.07M	Buy	12,064 +2,422	+25%	+$221K	0.04%	441
2022 Q4	$840K	Sell	9,642 -281	-3%	-$24.6K	0.04%	493
2022 Q3	$836K	Buy	9,923 +818	+9%	+$79.8K	0.04%	461
2022 Q2	$865K	Sell	9,105 -915	-9%	-$96.8K	0.04%	458
2022 Q1	$1.18M	Buy	10,020 +1,395	+16%	+$159K	0.05%	390
2021 Q4	$1.05M	Sell	8,625 -491	-5%	-$56.5K	0.05%	324
2021 Q3	$961K	Buy	9,116 +1,051	+13%	+$115K	0.05%	379
2021 Q2	$846K	Buy	8,065 +1,148	+17%	+$118K	0.04%	414
2021 Q1	$655K	Buy	6,917 +134	+2%	+$12.1K	0.04%	425
2020 Q4	$588K	Sell	6,783 -998	-13%	-$83.4K	0.04%	403
2020 Q3	$607K	Sell	7,781 -7,384	-49%	-$587K	0.05%	349
2020 Q2	$1.18M	Sell	15,165 -158	-1%	-$12.1K	0.1%	243
2020 Q1	$1.11M	Buy	15,323 +890	+6%	+$84.2K	0.12%	229
2019 Q4	$1.47M	Buy	14,433 +150	+1%	+$15.5K	0.13%	225
2019 Q3	$1.49M	Buy	14,283 +984	+7%	+$100K	0.15%	203
2019 Q2	$1.31M	Buy	13,299 +1,479	+13%	+$147K	0.13%	216
2019 Q1	$1.17M	Buy	11,820 +4,445	+60%	+$421K	0.13%	226
2018 Q4	$634K	Sell	7,375 -2,337	-24%	-$214K	0.08%	282
2018 Q3	$906K	Buy	9,712 +5,194	+115%	+$493K	0.1%	252
2018 Q2	$425K	Buy	+4,518	New	+$402K	0.06%	324

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

Snowden Capital Advisors's RWR Position: Q2 2026 in Review

Snowden Capital Advisors reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 28% in Q2 2026, selling an estimated $466K and leaving 11,098 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #490.

Snowden Capital Advisors first reported a position in RWR in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.55M in Q1 2026. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Snowden Capital Advisors held 11,098 shares of State Street SPDR Dow Jones REIT ETF worth $1.25M as of Q2 2026.
Snowden Capital Advisors sold 4,251 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $466K.
State Street SPDR Dow Jones REIT ETF made up 0.03% of Snowden Capital Advisors's portfolio in Q2 2026, its #490 holding.
Snowden Capital Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2018 and has held it in 33 quarters since.
Snowden Capital Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $1.55M in Q1 2026.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.