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

Efficient 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
2026
Q1 		$387K Sell
8,460
-1,374
-14% -$64.9K 0.03% 49
2025
Q4 		$443K Sell
9,834
-338
-3% -$15.4K 0.03% 49
2025
Q3 		$466K Sell
10,172
-2,121
-17% -$95.1K 0.03% 49
2025
Q2 		$543K Sell
12,293
-7,904
-39% -$344K 0.03% 69
2025
Q1 		$881K Sell
20,197
-4,722
-19% -$206K 0.06% 48
2024
Q4 		$1.07M Sell
24,919
-3,610
-13% -$164K 0.07% 47
2024
Q3 		$1.36M Sell
28,529
-36,001
-56% -$1.62M 0.09% 47
2024
Q2 		$2.68M Sell
64,530
-902
-1% -$37.2K 0.17% 41
2024
Q1 		$2.8M Sell
65,432
-389
-0.6% -$16.4K 0.18% 45
2023
Q4 		$2.88M Sell
65,821
-2,376
-3% -$93.8K 0.19% 44
2023
Q3 		$2.61M Buy
68,197
+240
+0.4% +$9.84K 0.18% 45
2023
Q2 		$2.79M Buy
67,957
+3,253
+5% +$133K 0.18% 45
2023
Q1 		$2.66M Buy
64,704
+291
+0.5% +$12.4K 0.19% 45
2022
Q4 		$2.63M Buy
64,413
+3,973
+7% +$161K 0.27% 39
2022
Q3 		$2.34M Buy
60,440
+480
+0.8% +$21.5K 0.2% 36
2022
Q2 		$2.65M Sell
59,960
-3,152
-5% -$155K 0.22% 36
2022
Q1 		$3.41M Sell
63,112
-2,371
-4% -$125K 0.26% 36
2021
Q4 		$3.7M Sell
65,483
-1,437
-2% -$78.1K 0.26% 35
2021
Q3 		$3.42M Sell
66,920
-1,890
-3% -$101K 0.33% 36
2021
Q2 		$3.54M Sell
68,810
-686
-1% -$34.8K 0.44% 36
2021
Q1 		$3.28M Sell
69,496
-4,695
-6% -$214K 0.45% 36
2020
Q4 		$3.3M Sell
74,191
-9,140
-11% -$386K 0.5% 34
2020
Q3 		$3.29M Buy
83,331
+1,627
+2% +$65.1K 0.6% 22
2020
Q2 		$3.19M Buy
81,704
+1,256
+2% +$48K 0.59% 22
2020
Q1 		$2.9M Buy
80,448
+3,773
+5% +$179K 0.61% 22
2019
Q4 		$3.95M Sell
76,675
-1,035
-1% -$53.9K 0.69% 22
2019
Q3 		$4.03M Sell
77,710
-8,031
-9% -$408K 0.74% 22
2019
Q2 		$4.28M Sell
85,741
-2,299
-3% -$115K 0.75% 22
2019
Q1 		$4.41M Sell
88,040
-3,301
-4% -$159K 0.77% 22
2018
Q4 		$4.04M Sell
91,341
-12,011
-12% -$556K 0.75% 22
2018
Q3 		$4.92M Sell
103,352
-853
-0.8% -$41.3K 0.84% 21
2018
Q2 		$5.01M Sell
104,205
-1,604
-2% -$75.6K 0.85% 20
2018
Q1 		$4.9M Buy
105,809
+4,448
+4% +$207K 0.83% 20
2017
Q4 		$4.96M Buy
101,361
+4,494
+5% +$217K 0.83% 20
2017
Q3 		$4.63M Sell
96,867
-58,520
-38% -$2.81M 0.8% 20
2017
Q2 		$7.41M Buy
155,387
+10,632
+7% +$510K 1.09% 21
2017
Q1 		$6.82M Buy
144,755
+11,746
+9% +$554K 0.95% 23
2016
Q4 		$6.23M Buy
133,009
+28,838
+28% +$1.34M 0.89% 24
2016
Q3 		$5.19M Buy
104,171
+45,447
+77% +$2.31M 0.76% 25
2016
Q2 		$2.96M Buy
58,724
+7,135
+14% +$350K 0.47% 32
2016
Q1 		$2.53M Buy
+51,589
New +$2.35M 0.45% 27

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

Efficient Advisors's RWO Position: Q1 2026 in Review

Efficient Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 14% in Q1 2026, selling an estimated $64.9K and leaving 8,460 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #49.

Efficient Advisors first reported a position in RWO in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.41M in Q2 2017. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

  • Efficient Advisors held 8,460 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $387K as of Q1 2026.
  • Efficient Advisors sold 1,374 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $64.9K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Efficient Advisors's portfolio in Q1 2026, its #49 holding.
  • Efficient Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2016 and has held it in 41 quarters since.
  • Efficient Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $7.41M 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 Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.