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 Q2	$264K	Buy	+2,315	New	+$254K	0.01%	794

Other funds holding RWR

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Wedmont Private Capital's RWR Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 2,315 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #794 among its holdings.

40 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Wedmont Private Capital held 2,315 shares of State Street SPDR Dow Jones REIT ETF worth $264K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Wedmont Private Capital position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #794 holding.
40 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.