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

Vermillion Wealth 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	$45K	Sell	398 -124	-24%	-$13.6K	0.01%	659
2026 Q1	$52.7K	Sell	522 -108	-17%	-$11.1K	0.02%	200
2025 Q4	$61.9K	Buy	630 +4	+0.6%	+$398	0.03%	180
2025 Q3	$62.8K	Buy	626 +3	+0.5%	+$295	0.02%	513
2025 Q2	$60K	Buy	623 +4	+0.6%	+$384	0.03%	161
2025 Q1	$61.4K	Buy	619 +2	+0.3%	+$200	0.02%	476
2024 Q4	$61K	Buy	+617	New	+$64.2K	0.03%	162

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

Vermillion Wealth Management's RWR Position: Q2 2026 in Review

Vermillion Wealth Management reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 24% in Q2 2026, selling an estimated $13.6K and leaving 398 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #659.

Vermillion Wealth Management first reported a position in RWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $62.8K in Q3 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Vermillion Wealth Management held 398 shares of State Street SPDR Dow Jones REIT ETF worth $45K as of Q2 2026.
Vermillion Wealth Management sold 124 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $13.6K.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #659 holding.
Vermillion Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $62.8K in Q3 2025.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.