AWE
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Avidian Wealth Enterprises’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Avidian Wealth Enterprises’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 		$7.62M Buy
153,219
+1,526
+1% +$74.8K 0.21% 82
2026
Q1 		$6.94M Buy
151,693
+2,119
+1% +$100K 0.22% 74
2025
Q4 		$6.73M Buy
149,574
+3,640
+2% +$166K 0.25% 63
2025
Q3 		$6.68M Buy
145,934
+2,342
+2% +$105K 0.25% 64
2025
Q2 		$6.34M Buy
143,592
+4,951
+4% +$215K 0.26% 66
2025
Q1 		$6.05M Buy
138,641
+3,634
+3% +$159K 0.27% 62
2024
Q4 		$5.79M Sell
135,007
-775
-0.6% -$35.2K 0.26% 61
2024
Q3 		$6.45M Buy
135,782
+596
+0.4% +$26.9K 0.29% 57
2024
Q2 		$5.61M Sell
135,186
-4,295
-3% -$177K 0.23% 64
2024
Q1 		$5.97M Buy
139,481
+1,425
+1% +$60.2K 0.29% 55
2023
Q4 		$6.03M Sell
138,056
-6,767
-5% -$267K 0.37% 51
2023
Q3 		$5.53M Sell
144,823
-13,649
-9% -$560K 0.39% 55
2023
Q2 		$6.51M Sell
158,472
-54,061
-25% -$2.21M 0.43% 49
2023
Q1 		$8.75M Buy
212,533
+44,795
+27% +$1.9M 0.48% 51
2022
Q4 		$6.86M Buy
+167,738
New +$6.79M 0.45% 49

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

Avidian Wealth Enterprises's RWO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1% in Q2 2026, buying an estimated $74.8K and bringing the position to 153,219 shares worth $7.62M. The position accounts for 0.21% of the portfolio, ranked #82.

Avidian Wealth Enterprises first reported a position in RWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.75M in Q1 2023. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Avidian Wealth Enterprises held 153,219 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $7.62M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,526 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $74.8K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.21% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #82 holding.
  • Avidian Wealth Enterprises first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $8.75M in Q1 2023.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.