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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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