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

DHK Financial 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
2025 Q2	$1.12M	Buy	25,481 +257	+1%	+$11.2K	0.65%	38
2025 Q1	$1.1M	Sell	25,224 -97	-0.4%	-$4.23K	0.6%	37
2024 Q4	$1.09M	Buy	25,321 +298	+1%	+$13.5K	0.66%	35
2024 Q3	$1.19M	Buy	25,023 +207	+0.8%	+$9.34K	0.73%	29
2024 Q2	$1.03M	Sell	24,816 -12,644	-34%	-$521K	0.72%	32
2024 Q1	$1.6M	Sell	37,460 -2,077	-5%	-$87.7K	1.14%	23
2023 Q4	$1.73M	Buy	39,537 +429	+1%	+$16.9K	1.3%	22
2023 Q3	$1.49M	Buy	39,108 +387	+1%	+$15.9K	1.33%	20
2023 Q2	$1.59M	Buy	38,721 +384	+1%	+$15.7K	1.35%	20
2023 Q1	$1.58M	Buy	38,337 +273	+0.7%	+$11.6K	1.96%	14
2022 Q4	$1.56M	Buy	38,064 +398	+1%	+$16.1K	2.16%	13
2022 Q3	$1.46M	Buy	37,666 +437	+1%	+$19.6K	2.39%	13
2022 Q2	$1.64M	Buy	37,229 +321	+0.9%	+$15.7K	1.57%	17
2022 Q1	$1.99M	Buy	36,908 +152	+0.4%	+$8.04K	1.68%	18
2021 Q4	$2.08M	Buy	+36,756	New	+$2M	1.96%	16

Other funds holding RWO

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

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

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

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

DHK Financial Advisors's RWO Position: Q2 2025 in Review

DHK Financial Advisors increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1% in Q2 2025, buying an estimated $11.2K and bringing the position to 25,481 shares worth $1.12M. The position accounts for 0.65% of the portfolio, ranked #38.

DHK Financial Advisors first reported a position in RWO in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.08M in Q4 2021. 217 funds tracked by Wall St. Rank hold RWO as of Q2 2025.

DHK Financial Advisors held 25,481 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.12M as of Q2 2025.
DHK Financial Advisors bought 257 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2025, an estimated $11.2K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.65% of DHK Financial Advisors's portfolio in Q2 2025, its #38 holding.
DHK Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2021 and has held it in 15 quarters since.
DHK Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2.08M in Q4 2021.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.