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Capstone Financial Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Capstone Financial Advisors’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 		$3.14M Sell
63,134
-3,078
-5% -$151K 0.15% 38
2026
Q1 		$3.03M Hold
66,212
– – 0.16% 35
2025
Q4 		$2.98M Hold
66,212
– – 0.16% 35
2025
Q3 		$3.03M Sell
66,212
-237
-0.4% -$10.6K 0.16% 37
2025
Q2 		$2.93M Hold
66,449
– – 0.17% 36
2025
Q1 		$2.9M Buy
66,449
+14
+0% +$611 0.18% 35
2024
Q4 		$2.85M Buy
66,435
+26
+0% +$1.18K 0.18% 35
2024
Q3 		$3.16M Buy
66,409
+549
+0.8% +$24.8K 0.19% 34
2024
Q2 		$2.74M Buy
65,860
+656
+1% +$27K 0.18% 34
2024
Q1 		$2.79M Buy
65,204
+388
+0.6% +$16.4K 0.19% 32
2023
Q4 		$2.83M Buy
64,816
+704
+1% +$27.8K 0.2% 29
2023
Q3 		$2.45M Buy
64,112
+635
+1% +$26K 0.19% 30
2023
Q2 		$2.61M Buy
63,477
+630
+1% +$25.8K 0.2% 30
2023
Q1 		$2.59M Buy
62,847
+447
+0.7% +$19K 0.2% 31
2022
Q4 		$2.55M Buy
62,400
+653
+1% +$26.4K 0.22% 30
2022
Q3 		$2.39M Buy
61,747
+715
+1% +$32K 0.22% 29
2022
Q2 		$2.69M Buy
61,032
+407
+0.7% +$19.9K 0.23% 33
2022
Q1 		$3.27M Buy
60,625
+250
+0.4% +$13.2K 0.24% 32
2021
Q4 		$3.41M Buy
60,375
+718
+1% +$39K 0.25% 29
2021
Q3 		$3.05M Buy
59,657
+418
+0.7% +$22.3K 0.24% 26
2021
Q2 		$3.05M Buy
59,239
+384
+0.7% +$19.5K 0.24% 25
2021
Q1 		$2.78M Buy
58,855
+228
+0.4% +$10.4K 0.25% 25
2020
Q4 		$2.61M Buy
58,627
+655
+1% +$27.6K 0.25% 25
2020
Q3 		$2.29M Buy
57,972
+475
+0.8% +$19K 0.24% 26
2020
Q2 		$2.24M Buy
57,497
+41,381
+257% +$1.58M 0.26% 25
2020
Q1 		$580K Buy
+16,116
New +$766K 0.08% 37

Other funds holding RWO

State Street
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capstone Financial Advisors's RWO Position: Q2 2026 in Review

Capstone Financial Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 4.6% in Q2 2026, selling an estimated $151K and leaving 63,134 shares worth $3.14M. The position accounts for 0.15% of the portfolio, ranked #38.

Capstone Financial Advisors first reported a position in RWO in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.41M in Q4 2021. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Capstone Financial Advisors held 63,134 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $3.14M as of Q2 2026.
  • Capstone Financial Advisors sold 3,078 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $151K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.15% of Capstone Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Capstone Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
  • Capstone Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $3.41M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.