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Envision Financial’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Envision Financial’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 		$273K Sell
5,494
-3,380
-38% -$166K 0.13% 44
2026
Q1 		$406K Sell
8,874
-488
-5% -$23.1K 0.22% 40
2025
Q4 		$421K Sell
9,362
-1,225
-12% -$55.7K 0.22% 39
2025
Q3 		$485K Buy
10,587
+44
+0.4% +$1.97K 0.28% 37
2025
Q2 		$465K Sell
10,543
-64
-0.6% -$2.79K 0.31% 38
2025
Q1 		$463K Buy
10,607
+33
+0.3% +$1.44K 0.35% 35
2024
Q4 		$454K Buy
+10,574
New +$480K 0.36% 35

Other funds holding RWO

State Street
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envision Financial's RWO Position: Q2 2026 in Review

Envision Financial reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 38% in Q2 2026, selling an estimated $166K and leaving 5,494 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #44.

Envision Financial first reported a position in RWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $485K in Q3 2025. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Envision Financial held 5,494 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $273K as of Q2 2026.
  • Envision Financial sold 3,380 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $166K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.13% of Envision Financial's portfolio in Q2 2026, its #44 holding.
  • Envision Financial first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Envision Financial's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $485K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.