EWM
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Empirical Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Empirical Wealth Management’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 		$258K Sell
5,197
-176
-3% -$8.62K ﹤0.01% 918
2026
Q1 		$246K Sell
5,373
-18
-0.3% -$851 ﹤0.01% 873
2025
Q4 		$243K Sell
5,391
-35
-0.6% -$1.59K ﹤0.01% 784
2025
Q3 		$248K Sell
5,426
-45
-0.8% -$2.02K 0.01% 683
2025
Q2 		$241K Sell
5,471
-48
-0.9% -$2.09K 0.01% 585
2025
Q1 		$241K Sell
5,519
-817
-13% -$35.7K 0.01% 562
2024
Q4 		$272K Sell
6,336
-140
-2% -$6.36K 0.01% 521
2024
Q3 		$308K Sell
6,476
-818
-11% -$36.9K 0.01% 462
2024
Q2 		$303K Sell
7,294
-640
-8% -$26.4K 0.01% 458
2024
Q1 		$340K Sell
7,934
-27
-0.3% -$1.14K 0.01% 412
2023
Q4 		$348K Sell
7,961
-795
-9% -$31.4K 0.01% 373
2023
Q3 		$334K Sell
8,756
-105
-1% -$4.31K 0.01% 352
2023
Q2 		$364K Buy
8,861
+885
+11% +$36.2K 0.01% 347
2023
Q1 		$328K Sell
7,976
-287
-3% -$12.2K 0.01% 380
2022
Q4 		$338K Buy
8,263
+1,318
+19% +$53.4K 0.02% 364
2022
Q3 		$269K Buy
6,945
+205
+3% +$9.18K 0.01% 395
2022
Q2 		$298K Sell
6,740
-96
-1% -$4.71K 0.02% 388
2022
Q1 		$369K Sell
6,836
-159
-2% -$8.41K 0.02% 370
2021
Q4 		$395K Sell
6,995
-173
-2% -$9.41K 0.02% 383
2021
Q3 		$366K Sell
7,168
-200
-3% -$10.7K 0.02% 354
2021
Q2 		$379K Hold
7,368
– – 0.02% 338
2021
Q1 		$348K Buy
7,368
+35
+0.5% +$1.6K 0.03% 301
2020
Q4 		$326K Sell
7,333
-323
-4% -$13.6K 0.02% 297
2020
Q3 		$302K Buy
7,656
+160
+2% +$6.4K 0.03% 281
2020
Q2 		$293K Sell
7,496
-435
-5% -$16.6K 0.03% 283
2020
Q1 		$286K Buy
7,931
+1,942
+32% +$92.3K 0.03% 254
2019
Q4 		$309K Sell
5,989
-552
-8% -$28.7K 0.03% 252
2019
Q3 		$339K Buy
6,541
+309
+5% +$15.7K 0.04% 216
2019
Q2 		$311K Sell
6,232
-118
-2% -$5.9K 0.04% 203
2019
Q1 		$318K Buy
6,350
+4
+0.1% +$193 0.05% 179
2018
Q4 		$281K Sell
6,346
-169
-3% -$7.82K 0.05% 166
2018
Q3 		$310K Hold
6,515
– – 0.05% 164
2018
Q2 		$313K Buy
6,515
+58
+0.9% +$2.73K 0.06% 144
2018
Q1 		$299K Sell
6,457
-146
-2% -$6.8K 0.06% 132
2017
Q4 		$323K Buy
6,603
+132
+2% +$6.37K 0.07% 108
2017
Q3 		$309K Sell
6,471
-465
-7% -$22.3K 0.07% 104
2017
Q2 		$331K Buy
6,936
+22
+0.3% +$1.05K 0.08% 101
2017
Q1 		$326K Sell
6,914
-314
-4% -$14.8K 0.08% 100
2016
Q4 		$339K Sell
7,228
-777
-10% -$36.1K 0.08% 95
2016
Q3 		$399K Sell
8,005
-463
-5% -$23.6K 0.1% 79
2016
Q2 		$426K Sell
8,468
-2,492
-23% -$122K 0.11% 74
2016
Q1 		$537K Sell
10,960
-3,260
-23% -$149K 0.13% 68
2015
Q4 		$665K Sell
14,220
-1,412
-9% -$66.3K 0.16% 63
2015
Q3 		$706K Buy
15,632
+700
+5% +$32.3K 0.17% 64
2015
Q2 		$684K Sell
14,932
-83
-0.6% -$4.02K 0.16% 61
2015
Q1 		$746K Sell
15,015
-656
-4% -$32.8K 0.18% 56
2014
Q4 		$748K Buy
15,671
+105
+0.7% +$4.92K 0.18% 56
2014
Q3 		$690K Buy
15,566
+128
+0.8% +$5.97K 0.17% 58
2014
Q2 		$720K Buy
15,438
+87
+0.6% +$3.97K 0.18% 54
2014
Q1 		$671K Buy
15,351
+589
+4% +$25.1K 0.18% 56
2013
Q4 		$613K Sell
14,762
-743
-5% -$31.5K 0.17% 55
2013
Q3 		$656K Buy
15,505
+353
+2% +$14.9K 0.21% 50
2013
Q2 		$638K Buy
+15,152
New +$685K 0.21% 47

Other funds holding RWO

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Empirical Wealth Management's RWO Position: Q2 2026 in Review

Empirical Wealth Management reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 3.3% in Q2 2026, selling an estimated $8.62K and leaving 5,197 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Empirical Wealth Management first reported a position in RWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $748K in Q4 2014. 77 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Empirical Wealth Management held 5,197 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $258K as of Q2 2026.
  • Empirical Wealth Management sold 176 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $8.62K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #918 holding.
  • Empirical Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • Empirical Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $748K in Q4 2014.
  • 77 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.