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

Wedmont Private 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
Q3 		$257K Buy
2,473
+158
+7% +$17.9K 0.01% 848
2026
Q2 		$264K Buy
+2,315
New +$254K 0.01% 794

Other funds holding RWR

DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wedmont Private Capital's RWR Position: Q3 2026 in Review

Wedmont Private Capital increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 6.8% in Q3 2026, buying an estimated $17.9K and bringing the position to 2,473 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #848.

Wedmont Private Capital first reported a position in RWR in Q2 2026 and has held it in 2 quarters since. The position peaked at $264K in Q2 2026. 12 funds tracked by Wall St. Rank hold RWR as of Q3 2026.

  • Wedmont Private Capital held 2,473 shares of State Street SPDR Dow Jones REIT ETF worth $257K as of Q3 2026.
  • Wedmont Private Capital bought 158 State Street SPDR Dow Jones REIT ETF shares in Q3 2026, an estimated $17.9K.
  • State Street SPDR Dow Jones REIT ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #848 holding.
  • Wedmont Private Capital first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2026 and has held it in 2 quarters since.
  • Wedmont Private Capital's State Street SPDR Dow Jones REIT ETF position peaked at $264K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.