Atria Investments’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Atria Investments’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	$283K	Buy	5,700 +775	+16%	+$38K	﹤0.01%	1886
2026 Q1	$225K	Buy	+4,925	New	+$233K	﹤0.01%	1925
2018 Q2	–	Sell	-15,947	Closed	-$738K	–	1002
2018 Q1	$738K	Buy	15,947 +1,742	+12%	+$81.2K	0.04%	415
2017 Q4	$694K	Buy	14,205 +631	+5%	+$30.5K	0.03%	414
2017 Q3	$648K	Sell	13,574 -8,817	-39%	-$423K	0.04%	406
2017 Q2	$1.07M	Buy	22,391 +2,734	+14%	+$131K	0.07%	283
2017 Q1	$925K	Buy	19,657 +9,572	+95%	+$452K	0.06%	276
2016 Q4	$473K	Buy	+10,085	New	+$468K	0.04%	355

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

Atria Investments's RWO Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 16% in Q2 2026, buying an estimated $38K and bringing the position to 5,700 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Atria Investments first reported a position in RWO in Q4 2016 and has held it in 8 quarters since. The position peaked at $1.07M in Q2 2017. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Atria Investments held 5,700 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $283K as of Q2 2026.
Atria Investments bought 775 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $38K.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1886 holding.
Atria Investments first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and has held it in 8 quarters since.
Atria Investments's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.07M in Q2 2017.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.