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St. Clair Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

St. Clair 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 		$9.77M Sell
86,445
-2,005
-2% -$220K 2.51% 8
2026
Q1 		$8.93M Sell
88,450
-40,807
-32% -$4.21M 2.38% 9
2025
Q4 		$12.7M Buy
+129,257
New +$12.9M 3.28% 7

Other funds holding RWR

PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 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
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

St. Clair Advisors's RWR Position: Q2 2026 in Review

St. Clair Advisors reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 2.3% in Q2 2026, selling an estimated $220K and leaving 86,445 shares worth $9.77M. The position accounts for 2.51% of the portfolio, ranked #8.

St. Clair Advisors first reported a position in RWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.7M in Q4 2025. 60 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • St. Clair Advisors held 86,445 shares of State Street SPDR Dow Jones REIT ETF worth $9.77M as of Q2 2026.
  • St. Clair Advisors sold 2,005 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $220K.
  • State Street SPDR Dow Jones REIT ETF made up 2.51% of St. Clair Advisors's portfolio in Q2 2026, its #8 holding.
  • St. Clair Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • St. Clair Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $12.7M in Q4 2025.
  • 60 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.