Carson Wealth (CWM LLC)
RWO icon

Carson Wealth (CWM LLC)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.16M Sell
25,273
-82
-0.3% -$3.88K ﹤0.01% 1455
2025
Q4 		$1.14M Buy
25,355
+23,076
+1,013% +$1.05M ﹤0.01% 1421
2025
Q3 		$104K Sell
2,279
-100
-4% -$4.48K ﹤0.01% 2963
2025
Q2 		$105K Buy
2,379
+186
+8% +$8.09K ﹤0.01% 2675
2025
Q1 		$96K Sell
2,193
-398
-15% -$17.4K ﹤0.01% 2459
2024
Q4 		$111K Sell
2,591
-649
-20% -$29.5K ﹤0.01% 2217
2024
Q3 		$154K Sell
3,240
-3,281
-50% -$148K ﹤0.01% 1907
2024
Q2 		$271K Sell
6,521
-2,083
-24% -$85.8K ﹤0.01% 1442
2024
Q1 		$368K Sell
8,604
-6,546
-43% -$277K ﹤0.01% 1246
2023
Q4 		$662K Buy
15,150
+14,722
+3,440% +$581K ﹤0.01% 956
2023
Q3 		$16K Sell
428
-23
-5% -$943 ﹤0.01% 2847
2023
Q2 		$19K Buy
451
+75
+20% +$3.07K ﹤0.01% 2690
2023
Q1 		$15K Sell
376
-1,067
-74% -$45.3K ﹤0.01% 2711
2022
Q4 		$59K Buy
1,443
+534
+59% +$21.6K ﹤0.01% 1641
2022
Q3 		$35K Sell
909
-41
-4% -$1.84K ﹤0.01% 1857
2022
Q2 		$42K Sell
950
-64
-6% -$3.14K ﹤0.01% 1703
2022
Q1 		$55K Sell
1,014
-41
-4% -$2.17K ﹤0.01% 1565
2021
Q4 		$60K Buy
+1,055
New +$57.4K ﹤0.01% 1500
2021
Q2 		$62K Hold
1,199
– – ﹤0.01% 1310
2021
Q1 		$62K Hold
1,199
– – ﹤0.01% 1310
2020
Q4 		$62K Hold
1,199
– – ﹤0.01% 1310
2020
Q3 		$62K Hold
1,199
– – ﹤0.01% 1310
2020
Q2 		$62K Hold
1,199
– – ﹤0.01% 1310
2020
Q1 		$62K Hold
1,199
– – ﹤0.01% 1310
2019
Q4 		$62K Hold
1,199
– – ﹤0.01% 1310
2019
Q3 		$62K Hold
1,199
– – ﹤0.01% 1310
2019
Q2 		$62K Hold
1,199
– – ﹤0.01% 1310
2019
Q1 		$62K Sell
1,199
-5,308
-82% -$256K ﹤0.01% 1310
2018
Q4 		$288K Buy
6,507
+5,470
+527% +$253K 0.01% 528
2018
Q3 		$49K Sell
1,037
-32
-3% -$1.55K ﹤0.01% 759
2018
Q2 		$51K Hold
1,069
– – ﹤0.01% 628
2018
Q1 		$49K Sell
1,069
-27
-2% -$1.26K ﹤0.01% 559
2017
Q4 		$54K Sell
1,096
-222
-17% -$10.7K ﹤0.01% 521
2017
Q3 		$63K Sell
1,318
-357
-21% -$17.1K ﹤0.01% 478
2017
Q2 		$80K Sell
1,675
-2,027
-55% -$97.2K ﹤0.01% 409
2017
Q1 		$174K Sell
3,702
-1,349
-27% -$63.6K 0.01% 305
2016
Q4 		$237K Sell
5,051
-3,534
-41% -$164K 0.01% 259
2016
Q3 		$428K Sell
8,585
-93
-1% -$4.73K 0.03% 212
2016
Q2 		$437K Sell
8,678
-4,838
-36% -$237K 0.03% 208
2016
Q1 		$662K Sell
13,516
-2,549
-16% -$116K 0.06% 178
2015
Q4 		$752K Sell
16,065
-6,311
-28% -$296K 0.07% 158
2015
Q3 		$1.01M Buy
22,376
+4,086
+22% +$189K 0.1% 139
2015
Q2 		$838K Buy
18,290
+1,096
+6% +$53K 0.08% 134
2015
Q1 		$854K Buy
+17,194
New +$859K 0.09% 138

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RWO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.32% in Q1 2026, selling an estimated $3.88K and leaving 25,273 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Carson Wealth (CWM LLC) first reported a position in RWO in Q1 2015 and has held it in 44 quarters since. 209 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25,273 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.16M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 82 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $3.88K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1455 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2015 and has held it in 44 quarters since.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.