Discipline Wealth Solutions’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Discipline Wealth Solutions’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	–	Sell	-5,494	Closed	-$251K	–	207
2026 Q1	$251K	Buy	5,494 +1,040	+23%	+$49.2K	0.03%	169
2025 Q4	$201K	Sell	4,454 -1,477	-25%	-$67.2K	0.04%	167
2025 Q3	$271K	Buy	5,931 +1,309	+28%	+$58.7K	0.07%	133
2025 Q2	$204K	Buy	+4,622	New	+$201K	0.08%	90

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 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 22.96% 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

Discipline Wealth Solutions's RWO Position: Q2 2026 in Review

Discipline Wealth Solutions sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2026, closing a stake of 5,494 shares — an estimated $251K sold.

Discipline Wealth Solutions first reported a position in RWO in Q2 2025 and held it in 4 quarters. The position peaked at $271K in Q3 2025. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Discipline Wealth Solutions reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Discipline Wealth Solutions sold 5,494 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $251K.
Discipline Wealth Solutions first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2025 and held it in 4 quarters.
Discipline Wealth Solutions's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $271K in Q3 2025.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.