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

EP Wealth 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	$2.78M	Buy	55,826 +8,182	+17%	+$401K	0.01%	502
2026 Q1	$2.18M	Sell	47,644 -10,696	-18%	-$505K	0.01%	463
2025 Q4	$2.63M	Buy	+58,340	New	+$2.65M	0.01%	389
2020 Q3	–	Sell	-10,957	Closed	-$428K	–	372
2020 Q2	$428K	Sell	10,957 -1,014	-8%	-$38.7K	0.02%	262
2020 Q1	$431K	Sell	11,971 -13	-0.1%	-$618	0.02%	266
2019 Q4	$617K	Buy	+11,984	New	+$624K	0.03%	250

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

EP Wealth Advisors's RWO Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 17% in Q2 2026, buying an estimated $401K and bringing the position to 55,826 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #502.

EP Wealth Advisors first reported a position in RWO in Q4 2019 and has held it in 6 quarters since. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

EP Wealth Advisors held 55,826 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $2.78M as of Q2 2026.
EP Wealth Advisors bought 8,182 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $401K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #502 holding.
EP Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and has held it in 6 quarters since.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.