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

Endowment 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	$264K	Sell	5,310 -635	-11%	-$31.1K	0.1%	138
2026 Q1	$272K	Buy	5,945 +34	+0.6%	+$1.61K	0.12%	119
2025 Q4	$266K	Buy	5,911 +136	+2%	+$6.19K	0.12%	117
2025 Q3	$264K	Buy	5,775 +1,117	+24%	+$50.1K	0.12%	125
2025 Q2	$206K	Buy	+4,658	New	+$203K	0.11%	143
2023 Q3	–	Sell	-5,087	Closed	-$209K	–	138
2023 Q2	$209K	Buy	5,087 +129	+3%	+$5.28K	0.19%	122
2023 Q1	$204K	Buy	+4,958	New	+$211K	0.21%	117

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

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

Endowment Wealth Management reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 11% in Q2 2026, selling an estimated $31.1K and leaving 5,310 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #138.

Endowment Wealth Management first reported a position in RWO in Q1 2023 and has held it in 7 quarters since. The position peaked at $272K in Q1 2026. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Endowment Wealth Management held 5,310 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $264K as of Q2 2026.
Endowment Wealth Management sold 635 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $31.1K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.1% of Endowment Wealth Management's portfolio in Q2 2026, its #138 holding.
Endowment Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2023 and has held it in 7 quarters since.
Endowment Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $272K in Q1 2026.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.