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

Aquire Wealth 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 		$367K Sell
7,378
-796
-10% -$39K 0.08% 38
2026
Q1 		$374K Sell
8,174
-1,226
-13% -$57.9K 0.1% 35
2025
Q4 		$423K Sell
9,400
-591
-6% -$26.9K 0.11% 33
2025
Q3 		$457K Sell
9,991
-727
-7% -$32.6K 0.11% 33
2025
Q2 		$473K Sell
10,718
-54
-0.5% -$2.35K 0.13% 31
2025
Q1 		$470K Buy
10,772
+35
+0.3% +$1.53K 0.14% 32
2024
Q4 		$461K Sell
10,737
-1,227
-10% -$55.7K 0.14% 32
2024
Q3 		$569K Sell
11,964
-1,887
-14% -$85.1K 0.18% 31
2024
Q2 		$575K Sell
13,851
-249
-2% -$10.3K 0.19% 30
2024
Q1 		$604K Sell
14,100
-408
-3% -$17.2K 0.21% 30
2023
Q4 		$634K Sell
14,508
-1,747
-11% -$69K 0.24% 28
2023
Q3 		$621K Sell
16,255
-1,432
-8% -$58.7K 0.26% 28
2023
Q2 		$726K Sell
17,687
-311
-2% -$12.7K 0.29% 28
2023
Q1 		$741K Buy
17,998
+1,079
+6% +$45.8K 0.32% 27
2022
Q4 		$692K Buy
16,919
+642
+4% +$26K 0.34% 26
2022
Q3 		$630K Buy
16,277
+268
+2% +$12K 0.37% 26
2022
Q2 		$707K Sell
16,009
-1,282
-7% -$62.8K 0.41% 25
2022
Q1 		$934K Buy
17,291
+1,163
+7% +$61.5K 0.5% 26
2021
Q4 		$912K Buy
+16,128
New +$877K 0.48% 26

Other funds holding RWO

State Street
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aquire Wealth Advisors's RWO Position: Q2 2026 in Review

Aquire Wealth Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 9.7% in Q2 2026, selling an estimated $39K and leaving 7,378 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #38.

Aquire Wealth Advisors first reported a position in RWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $934K in Q1 2022. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Aquire Wealth Advisors held 7,378 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $367K as of Q2 2026.
  • Aquire Wealth Advisors sold 796 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $39K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.08% of Aquire Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Aquire Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Aquire Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $934K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.