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 Q2	$194K	Buy	3,895 +284	+8%	+$13.9K	0.01%	615
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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Financial Designs's RWO Position: Q2 2026 in Review

Creative Financial Designs increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 7.9% in Q2 2026, buying an estimated $13.9K and bringing the position to 3,895 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #615.

Creative Financial Designs first reported a position in RWO in Q4 2016 and has held it in 21 quarters since. The position peaked at $436K in Q2 2017. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Creative Financial Designs held 3,895 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $194K as of Q2 2026.
Creative Financial Designs bought 284 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $13.9K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #615 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 21 quarters since.
Creative Financial Designs's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $436K in Q2 2017.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.