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 Q3	$6.58M	Sell	141,835 -11,384	-7%	-$568K	0.18%	86
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

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's RWO Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 7.4% in Q3 2026, selling an estimated $568K and leaving 141,835 shares worth $6.58M. The position accounts for 0.18% of the portfolio, ranked #86.

Avidian Wealth Enterprises first reported a position in RWO in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.75M in Q1 2023. 8 funds tracked by Wall St. Rank hold RWO as of Q3 2026.

Avidian Wealth Enterprises held 141,835 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $6.58M as of Q3 2026.
Avidian Wealth Enterprises sold 11,384 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2026, an estimated $568K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.18% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #86 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 16 quarters since.
Avidian Wealth Enterprises's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $8.75M in Q1 2023.
8 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.