DWS
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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
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
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