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

CoreCap 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
Q3 		$119K Sell
2,570
-7
-0.3% -$349 ﹤0.01% 1040
2026
Q2 		$128K Sell
2,577
-228
-8% -$11.2K ﹤0.01% 1017
2026
Q1 		$128K Buy
2,805
+21
+0.8% +$992 ﹤0.01% 947
2025
Q4 		$125K Sell
2,784
-319
-10% -$14.5K ﹤0.01% 947
2025
Q3 		$142K Sell
3,103
-49
-2% -$2.2K 0.01% 907
2025
Q2 		$139K Sell
3,152
-145
-4% -$6.31K 0.01% 869
2025
Q1 		$144K Sell
3,297
-500
-13% -$21.8K 0.01% 770
2024
Q4 		$163K Sell
3,797
-5
-0.1% -$227 0.01% 757
2024
Q3 		$181K Sell
3,802
-92
-2% -$4.15K 0.01% 727
2024
Q2 		$162K Sell
3,894
-724
-16% -$29.8K 0.02% 396
2024
Q1 		$198K Sell
4,618
-133
-3% -$5.62K 0.01% 635
2023
Q4 		$208K Buy
+4,751
New +$188K 0.01% 541
2022
Q4 		$232K Sell
5,665
-553
-9% -$22.4K 0.02% 502
2022
Q3 		$241K Sell
6,218
-1,000
-14% -$44.8K 0.02% 454
2022
Q2 		$319K Sell
7,218
-9,359
-56% -$459K 0.02% 412
2022
Q1 		$895K Sell
16,577
-7,911
-32% -$419K 0.06% 238
2021
Q4 		$1.38M Buy
+24,488
New +$1.33M 0.09% 176

Other funds holding RWO

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's RWO Position: Q3 2026 in Review

CoreCap Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.27% in Q3 2026, selling an estimated $349 and leaving 2,570 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

CoreCap Advisors first reported a position in RWO in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.38M in Q4 2021. 8 funds tracked by Wall St. Rank hold RWO as of Q3 2026.

  • CoreCap Advisors held 2,570 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $119K as of Q3 2026.
  • CoreCap Advisors sold 7 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2026, an estimated $349.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1040 holding.
  • CoreCap Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.38M in Q4 2021.
  • 8 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.