Urban Financial Advisory Corp’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$533K Sell
4,717
-8
-0.2% -$876 0.15% 26
2026
Q1
$477K Sell
4,725
-10
-0.2% -$1.03K 0.17% 25
2025
Q4
$465K Buy
4,735
+58
+1% +$5.78K 0.18% 23
2025
Q3
$469K Sell
4,677
-15
-0.3% -$1.47K 0.22% 22
2025
Q2
$452K Sell
4,692
-152
-3% -$14.6K 0.23% 23
2025
Q1
$480K Buy
4,844
+30
+0.6% +$3K 0.27% 16
2024
Q4
$476K Buy
4,814
+69
+1% +$7.18K 0.26% 16
2024
Q3
$506K Buy
4,745
+37
+0.8% +$3.75K 0.28% 15
2024
Q2
$438K Sell
4,708
-140
-3% -$12.7K 0.27% 17
2024
Q1
$457K Sell
4,848
-127
-3% -$11.8K 0.28% 19
2023
Q4
$474K Buy
+4,975
New +$428K 0.36% 17

Other funds holding RWR

Urban Financial Advisory Corp's RWR Position: Q2 2026 in Review

Urban Financial Advisory Corp reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.17% in Q2 2026, selling an estimated $876 and leaving 4,717 shares worth $533K. The position accounts for 0.15% of the portfolio, ranked #26.

Urban Financial Advisory Corp first reported a position in RWR in Q4 2023 and has held it in 11 quarters since. 286 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Urban Financial Advisory Corp held 4,717 shares of State Street SPDR Dow Jones REIT ETF worth $533K as of Q2 2026.
  • Urban Financial Advisory Corp sold 8 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $876.
  • State Street SPDR Dow Jones REIT ETF made up 0.15% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #26 holding.
  • Urban Financial Advisory Corp first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 286 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.