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

Bogart Wealth LLC’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 Q1	$275	Hold	6	–	–	﹤0.01%	1678
2025 Q4	$270	Hold	6	–	–	﹤0.01%	1527
2025 Q3	$275	Hold	6	–	–	﹤0.01%	1475
2025 Q2	$265	Hold	6	–	–	﹤0.01%	1395
2025 Q1	$262	Sell	6 -2	-25%	-$87	﹤0.01%	1340
2024 Q4	$343	Sell	8 -24	-75%	-$1.09K	﹤0.01%	1293
2024 Q3	$1.52K	Hold	32	–	–	﹤0.01%	994
2024 Q2	$1.33K	Hold	32	–	–	﹤0.01%	984
2024 Q1	$1.37K	Hold	32	–	–	﹤0.01%	947
2023 Q4	$1.4K	Hold	32	–	–	﹤0.01%	933
2023 Q3	$1.22K	Hold	32	–	–	﹤0.01%	942
2023 Q2	$1.31K	Hold	32	–	–	﹤0.01%	929
2023 Q1	$1.32K	Hold	32	–	–	﹤0.01%	965
2022 Q4	$1.31K	Hold	32	–	–	﹤0.01%	839
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	938
2022 Q2	$1K	Hold	32	–	–	﹤0.01%	860
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	696
2021 Q4	$2K	Hold	32	–	–	﹤0.01%	666
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	643
2021 Q2	$2K	Hold	32	–	–	﹤0.01%	610
2021 Q1	$2K	Buy	+32	New	+$1.46K	﹤0.01%	565

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bogart Wealth LLC's RWO Position: Q1 2026 in Review

Bogart Wealth LLC held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q1 2026 at 6 shares worth $275. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Bogart Wealth LLC first reported a position in RWO in Q1 2021 and has held it in 21 quarters since. The position peaked at $2K in Q1 2022. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

Bogart Wealth LLC held 6 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $275 as of Q1 2026.
Bogart Wealth LLC left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q1 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1678 holding.
Bogart Wealth LLC first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2021 and has held it in 21 quarters since.
Bogart Wealth LLC's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2K in Q1 2022.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.