Cerity Partners
RWO icon

Cerity Partners’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Cerity Partners’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 		$10.3M Buy
226,024
+103,868
+85% +$4.91M 0.01% 674
2025
Q4 		$5.5M Sell
122,156
-6,952
-5% -$316K 0.01% 880
2025
Q3 		$5.91M Sell
129,108
-1,606
-1% -$72K 0.01% 785
2025
Q2 		$5.77M Sell
130,714
-241
-0.2% -$10.5K 0.01% 743
2025
Q1 		$5.71M Sell
130,955
-141,274
-52% -$6.17M 0.01% 687
2024
Q4 		$11.7M Buy
272,229
+11,393
+4% +$518K 0.03% 439
2024
Q3 		$12.4M Buy
260,836
+13,751
+6% +$620K 0.03% 435
2024
Q2 		$10.3M Buy
247,085
+5,576
+2% +$230K 0.03% 415
2024
Q1 		$10.3M Sell
241,509
-8,048
-3% -$340K 0.03% 451
2023
Q4 		$10.9M Buy
249,557
+233,902
+1,494% +$9.24M 0.04% 355
2023
Q3 		$598K Sell
15,655
-105,525
-87% -$4.33M ﹤0.01% 913
2023
Q2 		$4.98M Buy
121,180
+17,631
+17% +$721K 0.02% 497
2023
Q1 		$4.26M Buy
103,549
+4,362
+4% +$185K 0.01% 525
2022
Q4 		$4.06M Buy
99,187
+1,455
+1% +$58.9K 0.03% 396
2022
Q3 		$3.78M Buy
97,732
+568
+0.6% +$25.4K 0.05% 280
2022
Q2 		$4.29M Buy
97,164
+4,840
+5% +$237K 0.05% 274
2022
Q1 		$4.99M Sell
92,324
-992
-1% -$52.5K 0.08% 194
2021
Q4 		$5.28M Buy
93,316
+3,638
+4% +$198K 0.08% 197
2021
Q3 		$4.58M Buy
89,678
+8,224
+10% +$439K 0.1% 169
2021
Q2 		$4.19M Sell
81,454
-1,280
-2% -$64.9K 0.09% 172
2021
Q1 		$3.91M Buy
82,734
+7,283
+10% +$333K 0.09% 171
2020
Q4 		$3.35M Buy
+75,451
New +$3.18M 0.11% 152

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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 $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cerity Partners's RWO Position: Q1 2026 in Review

Cerity Partners increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 85% in Q1 2026, buying an estimated $4.91M and bringing the position to 226,024 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #674.

Cerity Partners first reported a position in RWO in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.4M in Q3 2024. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

  • Cerity Partners held 226,024 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $10.3M as of Q1 2026.
  • Cerity Partners bought 103,868 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $4.91M.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #674 holding.
  • Cerity Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2020 and has held it in 22 quarters since.
  • Cerity Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $12.4M in Q3 2024.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.