Wealthcare Advisory Partners’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 | $486K | Sell |
4,304
-766
| -15% | -$83.9K | 0.01% | 719 |
|
|
2026
Q1 | $512K | Sell |
5,070
-50,818
| -91% | -$5.24M | 0.01% | 690 |
|
|
2025
Q4 | $5.49M | Sell |
55,888
-1,380
| -2% | -$137K | 0.11% | 168 |
|
|
2025
Q3 | $5.74M | Buy |
57,268
+15,182
| +36% | +$1.49M | 0.12% | 148 |
|
|
2025
Q2 | $4.06M | Buy |
42,086
+24,914
| +145% | +$2.39M | 0.09% | 180 |
|
|
2025
Q1 | $1.7M | Buy |
17,172
+6,666
| +63% | +$666K | 0.05% | 320 |
|
|
2024
Q4 | $1.04M | Buy |
10,506
+6,944
| +195% | +$723K | 0.03% | 412 |
|
|
2024
Q3 | $380K | Sell |
3,562
-7,610
| -68% | -$770K | 0.01% | 639 |
|
|
2024
Q2 | $1.04M | Buy |
11,172
+1,785
| +19% | +$162K | 0.03% | 371 |
|
|
2024
Q1 | $885K | Buy |
9,387
+232
| +3% | +$21.6K | 0.03% | 400 |
|
|
2023
Q4 | $873K | Buy |
9,155
+2,284
| +33% | +$196K | 0.03% | 350 |
|
|
2023
Q3 | $570K | Buy |
6,871
+100
| +1% | +$8.99K | 0.03% | 400 |
|
|
2023
Q2 | $612K | Buy |
6,771
+1,148
| +20% | +$101K | 0.03% | 400 |
|
|
2023
Q1 | $499K | Sell |
5,623
-316
| -5% | -$28.9K | 0.02% | 459 |
|
|
2022
Q4 | $518K | Sell |
5,939
-513
| -8% | -$44.9K | 0.02% | 414 |
|
|
2022
Q3 | $544K | Buy |
6,452
+4,111
| +176% | +$401K | 0.03% | 343 |
|
|
2022
Q2 | $223K | Buy |
+2,341
| New | +$248K | 0.01% | 506 |
|
|
2021
Q2 | – | Sell |
-59
| Closed | -$6K | – | 1611 |
|
|
2021
Q1 | $6K | Buy |
+59
| New | +$5.34K | ﹤0.01% | 1604 |
|
|
2020
Q2 | – | Sell |
-401
| Closed | -$29K | – | 1147 |
|
|
2020
Q1 | $29K | Sell |
401
-5,979
| -94% | -$566K | ﹤0.01% | 630 |
|
|
2019
Q4 | $651K | Sell |
6,380
-427
| -6% | -$44.2K | 0.08% | 139 |
|
|
2019
Q3 | $712K | Sell |
6,807
-271
| -4% | -$27.6K | 0.1% | 116 |
|
|
2019
Q2 | $699K | Sell |
7,078
-247
| -3% | -$24.5K | 0.11% | 111 |
|
|
2019
Q1 | $725K | Buy |
7,325
+46
| +0.6% | +$4.36K | 0.12% | 104 |
|
|
2018
Q4 | $626K | Buy |
7,279
+114
| +2% | +$10.4K | 0.12% | 102 |
|
|
2018
Q3 | $668K | Sell |
7,165
-94
| -1% | -$8.92K | 0.12% | 99 |
|
|
2018
Q2 | $682K | Sell |
7,259
-255
| -3% | -$22.7K | 0.13% | 95 |
|
|
2018
Q1 | $647K | Sell |
7,514
-1,110
| -13% | -$96.3K | 0.15% | 88 |
|
|
2017
Q4 | $808K | Sell |
8,624
-61
| -0.7% | -$5.71K | 0.21% | 62 |
|
|
2017
Q3 | $803K | Buy |
8,685
+8,684
| +868,400% | +$807K | 0.24% | 53 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 130 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 136 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 123 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 123 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | +$95 | ﹤0.01% | 130 |
|
Other funds holding RWR
MSA
Wealthcare Advisory Partners's RWR Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 15% in Q2 2026, selling an estimated $83.9K and leaving 4,304 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #719.
Wealthcare Advisory Partners first reported a position in RWR in Q2 2016 and has held it in 34 quarters since. The position peaked at $5.74M in Q3 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.
- Wealthcare Advisory Partners held 4,304 shares of State Street SPDR Dow Jones REIT ETF worth $486K as of Q2 2026.
- Wealthcare Advisory Partners sold 766 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $83.9K.
- State Street SPDR Dow Jones REIT ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #719 holding.
- Wealthcare Advisory Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2016 and has held it in 34 quarters since.
- Wealthcare Advisory Partners's State Street SPDR Dow Jones REIT ETF position peaked at $5.74M in Q3 2025.
- 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.