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

Creative Financial Designs’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 		$165K Buy
3,611
+74
+2% +$3.5K 0.01% 559
2025
Q4 		$159K Buy
3,537
+291
+9% +$13.2K 0.01% 532
2025
Q3 		$149K Buy
3,246
+971
+43% +$43.5K 0.01% 541
2025
Q2 		$100K Buy
2,275
+935
+70% +$40.7K 0.01% 668
2025
Q1 		$58.5K Buy
1,340
+1,204
+885% +$52.6K ﹤0.01% 778
2024
Q4 		$5.83K Buy
+136
New +$6.18K ﹤0.01% 1389
2023
Q3 		– Sell
-100
Closed -$4.11K – 1545
2023
Q2 		$4.11K Buy
+100
New +$4.09K ﹤0.01% 1216
2020
Q1 		– Sell
-1,100
Closed -$56K – 576
2019
Q4 		$56K Buy
1,100
+19
+2% +$989 0.03% 240
2019
Q3 		$55K Buy
1,081
+9
+0.8% +$457 0.03% 226
2019
Q2 		$55K Sell
1,072
-10
-0.9% -$500 0.03% 222
2019
Q1 		$54K Buy
1,082
+5
+0.5% +$241 0.03% 216
2018
Q4 		$48K Buy
1,077
+12
+1% +$556 0.03% 197
2018
Q3 		$51K Buy
1,065
+11
+1% +$532 0.03% 226
2018
Q2 		$51K Buy
1,054
+11
+1% +$519 0.03% 238
2018
Q1 		$48K Sell
1,043
-3,105
-75% -$145K 0.03% 228
2017
Q4 		$203K Sell
4,148
-4,832
-54% -$233K 0.14% 114
2017
Q3 		$429K Sell
8,980
-172
-2% -$8.26K 0.25% 92
2017
Q2 		$436K Buy
9,152
+497
+6% +$23.8K 0.28% 84
2017
Q1 		$407K Buy
8,655
+3,605
+71% +$170K 0.29% 87
2016
Q4 		$237K Buy
+5,050
New +$235K 0.19% 102

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

Creative Financial Designs's RWO Position: Q1 2026 in Review

Creative Financial Designs increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 2.1% in Q1 2026, buying an estimated $3.5K and bringing the position to 3,611 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #559.

Creative Financial Designs first reported a position in RWO in Q4 2016 and has held it in 20 quarters since. The position peaked at $436K in Q2 2017. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

  • Creative Financial Designs held 3,611 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $165K as of Q1 2026.
  • Creative Financial Designs bought 74 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $3.5K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #559 holding.
  • Creative Financial Designs first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and has held it in 20 quarters since.
  • Creative Financial Designs's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $436K in Q2 2017.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.