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

Truvestments Capital’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	$28K	Buy	+248	New	+$27.2K	﹤0.01%	638
2019 Q4	–	Sell	-539	Closed	-$54K	–	488
2019 Q3	$54K	Hold	539	–	–	0.04%	251
2019 Q2	$54K	Hold	539	–	–	0.04%	268
2019 Q1	$52K	Buy	+539	New	+$51.1K	0.04%	265
2018 Q3	$141K	Sell	1,509 -1,208	-44%	-$115K	0.07%	210
2018 Q2	$255K	Buy	+2,717	New	+$242K	0.16%	143

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 22.9% 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

Truvestments Capital's RWR Position: Q2 2026 in Review

Truvestments Capital opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 248 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: Truvestments Capital previously reported a position in RWR as recently as Q3 2019.

Truvestments Capital first reported a position in RWR in Q2 2018 and has held it in 6 quarters since. The position peaked at $255K in Q2 2018. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Truvestments Capital held 248 shares of State Street SPDR Dow Jones REIT ETF worth $28K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Truvestments Capital position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #638 holding.
Truvestments Capital first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2018 and has held it in 6 quarters since.
Truvestments Capital's State Street SPDR Dow Jones REIT ETF position peaked at $255K in Q2 2018.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.