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 Q3	$7.24M	Hold	145,643	–	–	3.99%	7
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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

Addis & Hill's RWO Position: Q3 2026 in Review

Addis & Hill held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q3 2026 at 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 12 quarters since. 40 funds tracked by Wall St. Rank hold RWO as of Q3 2026.

Addis & Hill held 145,643 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $7.24M as of Q3 2026.
Addis & Hill left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q3 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up 3.99% of Addis & Hill's portfolio in Q3 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 12 quarters since.
40 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2026.

Based on Addis & Hill's 13F filing for Q3 2026, filed 19 Oct 2026.