Boltwood Capital Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Boltwood Capital Management’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	$1.54M	Buy	30,925 +2,505	+9%	+$123K	0.35%	62
2026 Q1	$1.3M	Buy	28,420 +2,175	+8%	+$103K	0.33%	71
2025 Q4	$1.18M	Buy	26,245 +1,405	+6%	+$63.9K	0.31%	74
2025 Q3	$1.14M	Buy	24,840 +500	+2%	+$22.4K	0.3%	74
2025 Q2	$1.07M	Buy	24,340 +3,525	+17%	+$153K	0.31%	73
2025 Q1	$908K	Buy	20,815 +325	+2%	+$14.2K	0.28%	82
2024 Q4	$879K	Buy	20,490 +845	+4%	+$38.4K	0.27%	81
2024 Q3	$934K	Buy	19,645 +505	+3%	+$22.8K	0.28%	81
2024 Q2	$795K	Buy	19,140 +11,636	+155%	+$480K	0.25%	84
2024 Q1	$321K	Buy	7,504 +1,070	+17%	+$45.2K	0.1%	142
2023 Q4	$281K	Buy	+6,434	New	+$254K	0.09%	145
2022 Q2	–	Sell	-3,745	Closed	-$202K	–	158
2022 Q1	$202K	Sell	3,745 -50	-1%	-$2.65K	0.08%	156
2021 Q4	$215K	Buy	+3,795	New	+$206K	0.08%	154
2021 Q1	–	Sell	-4,665	Closed	-$207K	–	149
2020 Q4	$207K	Sell	4,665 -1,902	-29%	-$80.3K	0.1%	143
2020 Q3	$259K	Sell	6,567 -8,928	-58%	-$357K	0.14%	128
2020 Q2	$605K	Sell	15,495 -389	-2%	-$14.9K	0.37%	82
2020 Q1	$572K	Buy	15,884 +10,596	+200%	+$503K	0.4%	79
2019 Q4	$272K	Sell	5,288 -263	-5%	-$13.7K	0.15%	127
2019 Q3	$288K	Sell	5,551 -430	-7%	-$21.8K	0.18%	118
2019 Q2	$298K	Sell	5,981 -315	-5%	-$15.7K	0.19%	114
2019 Q1	$315K	Sell	6,296 -3,209	-34%	-$155K	0.21%	111
2018 Q4	$420K	Sell	9,505 -4,280	-31%	-$198K	0.29%	95
2018 Q3	$655K	Buy	13,785 +3,222	+31%	+$156K	0.39%	87
2018 Q2	$508K	Buy	10,563 +189	+2%	+$8.91K	0.33%	95
2018 Q1	$480K	Buy	10,374 +1,164	+13%	+$54.2K	0.33%	93
2017 Q4	$450K	Buy	9,210 +846	+10%	+$40.8K	0.28%	96
2017 Q3	$399K	Buy	8,364 +326	+4%	+$15.6K	0.26%	97
2017 Q2	$383K	Buy	8,038 +3,605	+81%	+$173K	0.26%	98
2017 Q1	$208K	Buy	+4,433	New	+$209K	0.15%	109

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

Boltwood Capital Management's RWO Position: Q2 2026 in Review

Boltwood Capital Management increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 8.8% in Q2 2026, buying an estimated $123K and bringing the position to 30,925 shares worth $1.54M. The position accounts for 0.35% of the portfolio, ranked #62.

Boltwood Capital Management first reported a position in RWO in Q1 2017 and has held it in 29 quarters since. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Boltwood Capital Management held 30,925 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.54M as of Q2 2026.
Boltwood Capital Management bought 2,505 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $123K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.35% of Boltwood Capital Management's portfolio in Q2 2026, its #62 holding.
Boltwood Capital Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2017 and has held it in 29 quarters since.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.