Capital Investment Advisory Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Capital Investment Advisory Services’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	$3.28K	Hold	66	–	–	﹤0.01%	1239
2026 Q1	$3.02K	Hold	66	–	–	﹤0.01%	1148
2025 Q4	$2.97K	Hold	66	–	–	﹤0.01%	1102
2025 Q3	$3.02K	Hold	66	–	–	﹤0.01%	1039
2025 Q2	$2.91K	Hold	66	–	–	﹤0.01%	1014
2025 Q1	$2.88K	Hold	66	–	–	﹤0.01%	947
2024 Q4	$2.83K	Hold	66	–	–	﹤0.01%	878
2024 Q3	$3.14K	Hold	66	–	–	﹤0.01%	922
2024 Q2	$2.74K	Hold	66	–	–	﹤0.01%	906
2024 Q1	$2.83K	Buy	+66	New	+$2.79K	﹤0.01%	900
2022 Q4	–	Sell	-20	Closed	-$1K	–	868
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	800
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	814
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	828
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	806
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	752
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	773
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	720
2020 Q4	$1K	Sell	20 -35	-64%	-$1.48K	﹤0.01%	698
2020 Q3	$2K	Sell	55 -11	-17%	-$440	﹤0.01%	608
2020 Q2	$3K	Buy	66 +11	+20%	+$420	﹤0.01%	536
2020 Q1	$2K	Buy	55 +35	+175%	+$1.66K	﹤0.01%	538
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	542
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	1342
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	1356
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	1170
2018 Q4	$1K	Buy	+20	New	+$926	﹤0.01%	1149

Other funds holding RWO

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Capital Investment Advisory Services's RWO Position: Q2 2026 in Review

Capital Investment Advisory Services held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 66 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Capital Investment Advisory Services first reported a position in RWO in Q4 2018 and has held it in 26 quarters since. 58 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Capital Investment Advisory Services held 66 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $3.28K as of Q2 2026.
Capital Investment Advisory Services left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1239 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and has held it in 26 quarters since.
58 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.