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

Emerald 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 Q3	$234K	Sell	5,033 -203	-4%	-$10.1K	0.03%	106
2026 Q2	$260K	Sell	5,236 -112	-2%	-$5.49K	0.03%	114
2026 Q1	$245K	Sell	5,348 -388	-7%	-$18.3K	0.03%	108
2025 Q4	$258K	Sell	5,736 -107	-2%	-$4.87K	0.04%	96
2025 Q3	$267K	Sell	5,843 -100	-2%	-$4.48K	0.04%	91
2025 Q2	$262K	Buy	+5,943	New	+$259K	0.03%	90
2024 Q2	–	Sell	-5,364	Closed	-$230K	–	96
2024 Q1	$230K	Sell	5,364 -5,391	-50%	-$228K	0.04%	89
2023 Q4	$470K	Buy	+10,755	New	+$425K	0.09%	56

Other funds holding RWO

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

Emerald Advisors's RWO Position: Q3 2026 in Review

Emerald Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 3.9% in Q3 2026, selling an estimated $10.1K and leaving 5,033 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #106.

Emerald Advisors first reported a position in RWO in Q4 2023 and has held it in 8 quarters since. The position peaked at $470K in Q4 2023. 38 funds tracked by Wall St. Rank hold RWO as of Q3 2026.

Emerald Advisors held 5,033 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $234K as of Q3 2026.
Emerald Advisors sold 203 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2026, an estimated $10.1K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Emerald Advisors's portfolio in Q3 2026, its #106 holding.
Emerald Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2023 and has held it in 8 quarters since.
Emerald Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $470K in Q4 2023.
38 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.