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

Clearstead 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 		$35K Buy
705
+435
+161% +$21.3K ﹤0.01% 1607
2026
Q1 		$12.4K Buy
270
+20
+8% +$945 ﹤0.01% 1546
2025
Q4 		$11.3K Hold
250
– – ﹤0.01% 1857
2025
Q3 		$11.4K Hold
250
– – ﹤0.01% 1886
2025
Q2 		$11K Sell
250
-1,323
-84% -$57.6K ﹤0.01% 1855
2025
Q1 		$68.6K Buy
1,573
+1,323
+529% +$57.7K ﹤0.01% 1089
2024
Q4 		$10.7K Hold
250
– – ﹤0.01% 1554
2024
Q3 		$11.9K Hold
250
– – ﹤0.01% 1554
2024
Q2 		$10.4K Hold
250
– – ﹤0.01% 1543
2024
Q1 		$10.4K Hold
250
– – ﹤0.01% 1051
2023
Q4 		$10.9K Sell
250
-130
-34% -$5.13K ﹤0.01% 1047
2023
Q3 		$14.5K Buy
+380
New +$15.6K ﹤0.01% 936
2021
Q3 		– Sell
-125
Closed -$6K – 1369
2021
Q2 		$6K Hold
125
– – ﹤0.01% 865
2021
Q1 		$6K Hold
125
– – ﹤0.01% 853
2020
Q4 		$6K Hold
125
– – ﹤0.01% 790
2020
Q3 		$5K Sell
125
-3,074
-96% -$123K ﹤0.01% 744
2020
Q2 		$125K Sell
3,199
-5,310
-62% -$203K 0.01% 325
2020
Q1 		$306K Sell
8,509
-2,013
-19% -$95.6K 0.04% 198
2019
Q4 		$542K Hold
10,522
– – 0.07% 169
2019
Q3 		$546K Hold
10,522
– – 0.07% 160
2019
Q2 		$525K Sell
10,522
-1,027
-9% -$51.3K 0.07% 167
2019
Q1 		$578K Buy
11,549
+3,415
+42% +$165K 0.08% 153
2018
Q4 		$360K Buy
8,134
+1,990
+32% +$92.1K 0.06% 188
2018
Q3 		$292K Hold
6,144
– – 0.04% 198
2018
Q2 		$296K Sell
6,144
-815
-12% -$38.4K 0.04% 192
2018
Q1 		$322K Sell
6,959
-300
-4% -$14K 0.05% 177
2017
Q4 		$355K Hold
7,259
– – 0.05% 164
2017
Q3 		$347K Sell
7,259
-704
-9% -$33.8K 0.05% 182
2017
Q2 		$380K Buy
7,963
+704
+10% +$33.8K 0.06% 164
2017
Q1 		$342K Sell
7,259
-9,105
-56% -$430K 0.05% 166
2016
Q4 		$767K Buy
+16,364
New +$760K 0.12% 107

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

Clearstead Advisors's RWO Position: Q2 2026 in Review

Clearstead Advisors increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 161% in Q2 2026, buying an estimated $21.3K and bringing the position to 705 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Clearstead Advisors first reported a position in RWO in Q4 2016 and has held it in 31 quarters since. The position peaked at $767K in Q4 2016. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Clearstead Advisors held 705 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $35K as of Q2 2026.
  • Clearstead Advisors bought 435 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $21.3K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1607 holding.
  • Clearstead Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and has held it in 31 quarters since.
  • Clearstead Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $767K in Q4 2016.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.