APC
RWO icon

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

Aspire Private 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 		$1.02M Buy
20,454
+728
+4% +$35.7K 0.21% 94
2026
Q1 		$903K Buy
19,726
+480
+2% +$22.7K 0.2% 103
2025
Q4 		$866K Buy
19,246
+174
+0.9% +$7.92K 0.19% 103
2025
Q3 		$873K Buy
19,072
+459
+2% +$20.6K 0.19% 106
2025
Q2 		$822K Buy
18,613
+82
+0.4% +$3.57K 0.19% 109
2025
Q1 		$809K Buy
18,531
+4,472
+32% +$195K 0.2% 104
2024
Q4 		$603K Buy
14,059
+1,066
+8% +$48.4K 0.15% 110
2024
Q3 		$618K Buy
12,993
+183
+1% +$8.26K 0.15% 109
2024
Q2 		$532K Buy
12,810
+1,243
+11% +$51.2K 0.14% 113
2024
Q1 		$495K Buy
11,567
+4,854
+72% +$205K 0.13% 114
2023
Q4 		$293K Buy
6,713
+3,100
+86% +$122K 0.09% 124
2023
Q3 		$138K Buy
3,613
+3,268
+947% +$134K 0.05% 147
2023
Q2 		$14.2K Buy
+345
New +$14.1K ﹤0.01% 335

Other funds holding RWO

AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return