Apella Capital’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Apella Capital’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	$700K	Sell	13,794 -600	-4%	-$29.4K	0.01%	414
2026 Q1	$716K	Sell	14,394 -1,163	-7%	-$55K	0.01%	404
2025 Q4	$700K	Sell	15,557 -1,787	-10%	-$81.3K	0.01%	309
2025 Q3	$789K	Sell	17,344 -6,394	-27%	-$287K	0.02%	275
2025 Q2	$1.05M	Sell	23,738 -9,107	-28%	-$396K	0.03%	214
2025 Q1	$1.35M	Buy	+32,845	New	+$1.43M	0.05%	163

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Apella Capital's RWO Position: Q2 2026 in Review

Apella Capital reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 4.2% in Q2 2026, selling an estimated $29.4K and leaving 13,794 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #414.

Apella Capital first reported a position in RWO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.35M in Q1 2025. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Apella Capital held 13,794 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $700K as of Q2 2026.
Apella Capital sold 600 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $29.4K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #414 holding.
Apella Capital first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
Apella Capital's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.35M in Q1 2025.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.