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

BIP Wealth’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	$1.08M	Buy	21,701 +814	+4%	+$39.9K	0.03%	245
2026 Q1	$956K	Sell	20,887 -4,220	-17%	-$199K	0.04%	204
2025 Q4	$1.13M	Sell	25,107 -861	-3%	-$39.2K	0.04%	196
2025 Q3	$1.19M	Sell	25,968 -2,608	-9%	-$117K	0.06%	114
2025 Q2	$1.26M	Sell	28,576 -1,866	-6%	-$81.2K	0.08%	87
2025 Q1	$1.33M	Sell	30,442 -1,710	-5%	-$74.6K	0.09%	84
2024 Q4	$1.38M	Sell	32,152 -1,496	-4%	-$68K	0.09%	82
2024 Q3	$1.6M	Sell	33,648 -506	-1%	-$22.8K	0.11%	70
2024 Q2	$1.42M	Sell	34,154 -5,445	-14%	-$224K	0.12%	65
2024 Q1	$1.7M	Sell	39,599 -7,544	-16%	-$319K	0.12%	64
2023 Q4	$2.06M	Sell	47,143 -11,946	-20%	-$472K	0.16%	56
2023 Q3	$2.26M	Sell	59,089 -27,627	-32%	-$1.13M	0.21%	52
2023 Q2	$3.56M	Sell	86,716 -40,292	-32%	-$1.65M	0.29%	41
2023 Q1	$5.23M	Buy	+127,008	New	+$5.4M	0.58%	35

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

BIP Wealth's RWO Position: Q2 2026 in Review

BIP Wealth increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 3.9% in Q2 2026, buying an estimated $39.9K and bringing the position to 21,701 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #245.

BIP Wealth first reported a position in RWO in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.23M in Q1 2023. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

BIP Wealth held 21,701 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.08M as of Q2 2026.
BIP Wealth bought 814 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $39.9K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #245 holding.
BIP Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
BIP Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $5.23M in Q1 2023.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.