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

Elevated Capital 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 Q2	$3.88K	Hold	78	–	–	﹤0.01%	584
2026 Q1	$3.57K	Hold	78	–	–	﹤0.01%	587
2025 Q4	$3.51K	Buy	+78	New	+$3.55K	﹤0.01%	557

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

Elevated Capital Advisors's RWO Position: Q2 2026 in Review

Elevated Capital Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 78 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Elevated Capital Advisors first reported a position in RWO in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Elevated Capital Advisors held 78 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $3.88K as of Q2 2026.
Elevated Capital Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #584 holding.
Elevated Capital Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.