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

Aptus Capital Advisors’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	$6.91K	Hold	139	–	–	﹤0.01%	1638
2026 Q1	$6.36K	Hold	139	–	–	﹤0.01%	1542
2025 Q4	$6.26K	Hold	139	–	–	﹤0.01%	1537
2025 Q3	$6.36K	Buy	139 +33	+31%	+$1.48K	﹤0.01%	1470
2025 Q2	$4.68K	Hold	106	–	–	﹤0.01%	1429
2025 Q1	$4.63K	Hold	106	–	–	﹤0.01%	1339
2024 Q4	$4.55K	Sell	106 -35	-25%	-$1.59K	﹤0.01%	1342
2024 Q3	$6.7K	Hold	141	–	–	﹤0.01%	1128
2024 Q2	$5.86K	Sell	141 -39	-22%	-$1.61K	﹤0.01%	1064
2024 Q1	$7.71K	Hold	180	–	–	﹤0.01%	1054
2023 Q4	$7.87K	Hold	180	–	–	﹤0.01%	815
2023 Q3	$6.88K	Hold	180	–	–	﹤0.01%	821
2023 Q2	$7.39K	Hold	180	–	–	﹤0.01%	715
2023 Q1	$7.41K	Hold	180	–	–	﹤0.01%	702
2022 Q4	$7.36K	Hold	180	–	–	﹤0.01%	712
2022 Q3	$7K	Hold	180	–	–	﹤0.01%	688
2022 Q2	$8K	Hold	180	–	–	﹤0.01%	591
2022 Q1	$10K	Hold	180	–	–	﹤0.01%	606
2021 Q4	$10K	Sell	180 -7	-4%	-$381	﹤0.01%	499
2021 Q3	$10K	Sell	187 -62	-25%	-$3.31K	﹤0.01%	475
2021 Q2	$13K	Hold	249	–	–	﹤0.01%	483
2021 Q1	$12K	Hold	249	–	–	﹤0.01%	453
2020 Q4	$11K	Hold	249	–	–	﹤0.01%	412
2020 Q3	$9K	Buy	249 +10	+4%	+$400	﹤0.01%	418
2020 Q2	$9K	Hold	239	–	–	﹤0.01%	373
2020 Q1	$8K	Sell	239 -86	-26%	-$4.09K	﹤0.01%	367
2019 Q4	$16K	Buy	325 +126	+63%	+$6.56K	﹤0.01%	441
2019 Q3	$10K	Buy	+199	New	+$10.1K	﹤0.01%	440

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

Aptus Capital Advisors's RWO Position: Q2 2026 in Review

Aptus Capital Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 139 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Aptus Capital Advisors first reported a position in RWO in Q3 2019 and has held it in 28 quarters since. The position peaked at $16K in Q4 2019. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Aptus Capital Advisors held 139 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $6.91K as of Q2 2026.
Aptus Capital Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1638 holding.
Aptus Capital Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2019 and has held it in 28 quarters since.
Aptus Capital Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $16K in Q4 2019.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.