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

Capital Investment 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 		$2.34M Buy
47,107
+612
+1% +$30K 0.72% 32
2026
Q1 		$2.13M Buy
46,495
+1,165
+3% +$55.1K 0.73% 34
2025
Q4 		$2.04M Buy
+45,330
New +$2.06M 0.71% 34

Other funds holding RWO

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
AH
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
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

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

Capital Investment Management increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1.3% in Q2 2026, buying an estimated $30K and bringing the position to 47,107 shares worth $2.34M. The position accounts for 0.72% of the portfolio, ranked #32.

Capital Investment Management first reported a position in RWO in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Capital Investment Management held 47,107 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $2.34M as of Q2 2026.
  • Capital Investment Management bought 612 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $30K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.72% of Capital Investment Management's portfolio in Q2 2026, its #32 holding.
  • Capital Investment Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2025 and has held it in 3 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 Management's 13F filing for Q2 2026, filed 16 Jul 2026.