Avantax Advisory Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.1M	Buy	24,956 +262	+1%	+$11.4K	0.01%	1108
2025 Q1	$1.08M	Buy	24,694 +11,315	+85%	+$494K	0.01%	1044
2024 Q4	$574K	Buy	13,379 +122	+0.9%	+$5.54K	﹤0.01%	1358
2024 Q3	$630K	Buy	13,257 +526	+4%	+$23.7K	﹤0.01%	1266
2024 Q2	$529K	Sell	12,731 -2,168	-15%	-$89.4K	﹤0.01%	1331
2024 Q1	$638K	Sell	14,899 -1,700	-10%	-$71.8K	0.01%	930
2023 Q4	$726K	Buy	16,599 +1,892	+13%	+$74.7K	0.01%	836
2023 Q3	$562K	Buy	14,707 +54	+0.4%	+$2.21K	0.01%	898
2023 Q2	$602K	Buy	14,653 +1,093	+8%	+$44.7K	0.01%	875
2023 Q1	$558K	Buy	13,560 +338	+3%	+$14.4K	0.01%	870
2022 Q4	$541K	Buy	13,222 +1,948	+17%	+$78.9K	0.01%	824
2022 Q3	$436K	Buy	11,274 +962	+9%	+$43.1K	0.01%	835
2022 Q2	$455K	Buy	10,312 +406	+4%	+$19.9K	0.01%	829
2022 Q1	$531K	Buy	9,906 +348	+4%	+$18.4K	0.01%	766
2021 Q4	$540K	Buy	9,558 +1,963	+26%	+$107K	0.01%	735
2021 Q3	$390K	Buy	7,595 +872	+13%	+$46.5K	0.01%	811
2021 Q2	$348K	Sell	6,723 -144	-2%	-$7.3K	0.01%	847
2021 Q1	$325K	Buy	6,867 +1,411	+26%	+$64.4K	0.01%	777
2020 Q4	$242K	Sell	5,456 -46,368	-89%	-$1.96M	0.01%	816
2020 Q3	$2.04M	Buy	51,824 +24,023	+86%	+$961K	0.03%	363
2020 Q2	$1.08M	Sell	27,801 -480	-2%	-$18.3K	0.03%	328
2020 Q1	$1.02M	Buy	28,281 +1,366	+5%	+$64.9K	0.03%	299
2019 Q4	$1.39M	Buy	+26,915	New	+$1.4M	0.03%	277

Other funds holding RWO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's RWO Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1.1% in Q2 2025, buying an estimated $11.4K and bringing the position to 24,956 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1108.

Avantax Advisory Services first reported a position in RWO in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.04M in Q3 2020. 217 funds tracked by Wall St. Rank hold RWO as of Q2 2025.

Avantax Advisory Services held 24,956 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.1M as of Q2 2025.
Avantax Advisory Services bought 262 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2025, an estimated $11.4K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1108 holding.
Avantax Advisory Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2.04M in Q3 2020.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.