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AE Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

AE Wealth Management’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
Q1 		$176K Sell
3,845
-306
-7% -$14.5K ﹤0.01% 1639
2025
Q4 		$187K Buy
4,151
+63
+2% +$2.87K ﹤0.01% 1535
2025
Q3 		$187K Sell
4,088
-1,565
-28% -$70.1K ﹤0.01% 1418
2025
Q2 		$250K Sell
5,653
-882
-13% -$38.4K ﹤0.01% 1201
2025
Q1 		$285K Sell
6,535
-572
-8% -$25K ﹤0.01% 1113
2024
Q4 		$305K Buy
7,107
+27
+0.4% +$1.23K ﹤0.01% 1095
2024
Q3 		$336K Sell
7,080
-27
-0.4% -$1.22K ﹤0.01% 988
2024
Q2 		$295K Sell
7,107
-242
-3% -$9.97K ﹤0.01% 1037
2024
Q1 		$315K Sell
7,349
-978
-12% -$41.3K ﹤0.01% 946
2023
Q4 		$351K Sell
8,327
-887
-10% -$35K ﹤0.01% 1628
2023
Q3 		$352K Buy
9,214
+260
+3% +$10.7K ﹤0.01% 1537
2023
Q2 		$368K Sell
8,954
-540
-6% -$22.1K ﹤0.01% 1525
2023
Q1 		$391K Sell
9,494
-600
-6% -$25.5K ﹤0.01% 1450
2022
Q4 		$413K Sell
10,094
-12,388
-55% -$502K ﹤0.01% 1382
2022
Q3 		$870K Buy
22,482
+6,174
+38% +$276K 0.01% 996
2022
Q2 		$720K Buy
16,308
+1,649
+11% +$80.8K 0.01% 1012
2022
Q1 		$792K Sell
14,659
-973
-6% -$51.5K 0.01% 1009
2021
Q4 		$884K Buy
15,632
+3,522
+29% +$192K 0.01% 977
2021
Q3 		$618K Buy
12,110
+719
+6% +$38.3K 0.01% 1074
2021
Q2 		$587K Buy
11,391
+1,841
+19% +$93.3K 0.01% 1089
2021
Q1 		$451K Sell
9,550
-545
-5% -$24.9K ﹤0.01% 1072
2020
Q4 		$449K Buy
10,095
+913
+10% +$38.5K 0.01% 1001
2020
Q3 		$363K Sell
9,182
-1,131
-11% -$45.2K 0.01% 973
2020
Q2 		$403K Buy
10,313
+91
+0.9% +$3.48K 0.01% 941
2020
Q1 		$368K Sell
10,222
-4,507
-31% -$214K 0.01% 800
2019
Q4 		$759K Buy
14,729
+4,664
+46% +$243K 0.02% 597
2019
Q3 		$522K Buy
10,065
+647
+7% +$32.9K 0.02% 601
2019
Q2 		$470K Buy
+9,418
New +$471K 0.01% 605

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management's RWO Position: Q1 2026 in Review

AE Wealth Management reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 7.4% in Q1 2026, selling an estimated $14.5K and leaving 3,845 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

AE Wealth Management first reported a position in RWO in Q2 2019 and has held it in 28 quarters since. The position peaked at $884K in Q4 2021. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

  • AE Wealth Management held 3,845 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $176K as of Q1 2026.
  • AE Wealth Management sold 306 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $14.5K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1639 holding.
  • AE Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $884K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.