Addis & Hill’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Addis & Hill’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.24M	Sell	145,643 -1,728	-1%	-$84.7K	3.99%	7
2026 Q1	$6.75M	Buy	147,371 +2,444	+2%	+$116K	4.1%	7
2025 Q4	$6.52M	Sell	144,927 -538	-0.4%	-$24.5K	3.95%	7
2025 Q3	$6.67M	Buy	145,465 +3,915	+3%	+$175K	4.07%	6
2025 Q2	$6.25M	Sell	141,550 -2,723	-2%	-$118K	4.08%	6
2025 Q1	$6.3M	Buy	144,273 +10,067	+8%	+$439K	4.4%	6
2024 Q4	$5.76M	Buy	134,206 +21,436	+19%	+$974K	4.26%	6
2024 Q3	$5.36M	Buy	112,770 +383	+0.3%	+$17.3K	4.11%	6
2024 Q2	$4.66M	Buy	112,387 +8,963	+9%	+$369K	3.88%	6
2024 Q1	$4.31M	Buy	103,424 +1,348	+1%	+$56.9K	3.68%	6
2023 Q4	$4.26M	Buy	+102,076	New	+$4.03M	3.79%	7

Other funds holding RWO

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

WCM

WLTH Capital Management Chandler, Arizona $156M AUM

Addis & Hill's RWO Position: Q2 2026 in Review

Addis & Hill reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1.2% in Q2 2026, selling an estimated $84.7K and leaving 145,643 shares worth $7.24M. The position accounts for 3.99% of the portfolio, ranked #7.

Addis & Hill first reported a position in RWO in Q4 2023 and has held it in 11 quarters since. 40 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Addis & Hill held 145,643 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $7.24M as of Q2 2026.
Addis & Hill sold 1,728 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $84.7K.
State Street SPDR Dow Jones Global Real Estate ETF made up 3.99% of Addis & Hill's portfolio in Q2 2026, its #7 holding.
Addis & Hill first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
40 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Addis & Hill's 13F filing for Q2 2026, filed 7 Jul 2026.