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

EverSource 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	$97.9K	Hold	1,970	–	–	﹤0.01%	1399
2026 Q1	$90.2K	Hold	1,970	–	–	﹤0.01%	1499
2025 Q4	$88.7K	Sell	1,970 -27	-1%	-$1.23K	﹤0.01%	1382
2025 Q3	$91.4K	Buy	1,997 +1,167	+141%	+$52.3K	﹤0.01%	1333
2025 Q2	$36.6K	Hold	830	–	–	﹤0.01%	1831
2025 Q1	$36.2K	Hold	830	–	–	﹤0.01%	1401
2024 Q4	$35.6K	Sell	830 -635	-43%	-$28.8K	﹤0.01%	1343
2024 Q3	$69.6K	Sell	1,465 -20	-1%	-$902	﹤0.01%	925
2024 Q2	$65.2K	Hold	1,485	–	–	﹤0.01%	967
2024 Q1	$59.4K	Buy	1,485 +20	+1%	+$845	﹤0.01%	905
2023 Q4	$64K	Hold	1,465	–	–	0.01%	804
2023 Q3	$56K	Hold	1,465	–	–	0.01%	765
2023 Q2	$60.2K	Sell	1,465 -8	-0.5%	-$327	0.01%	763
2023 Q1	$60.6K	Hold	1,473	–	–	0.01%	718
2022 Q4	$60.2K	Buy	1,473 +490	+50%	+$19.8K	0.01%	691
2022 Q3	$38K	Buy	+983	New	+$44K	0.01%	710

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

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

EverSource Wealth Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 1,970 shares worth $97.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

EverSource Wealth Advisors first reported a position in RWO in Q3 2022 and has held it in 16 quarters since. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

EverSource Wealth Advisors held 1,970 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $97.9K as of Q2 2026.
EverSource Wealth Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1399 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2022 and has held it in 16 quarters since.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.