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Fi3 Financial Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Fi3 Financial 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
2025
Q3 		– Sell
-7,786
Closed -$344K – 178
2025
Q2 		$344K Buy
+7,786
New +$339K 0.12% 82

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fi3 Financial Advisors's RWO Position: Q3 2025 in Review

Fi3 Financial Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2025, closing a stake of 7,786 shares — an estimated $344K sold.

Fi3 Financial Advisors first reported a position in RWO in Q2 2025 and held it in 1 quarter. The position peaked at $344K in Q2 2025. 205 funds tracked by Wall St. Rank hold RWO as of Q3 2025.

  • Fi3 Financial Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Fi3 Financial Advisors sold 7,786 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2025, an estimated $344K.
  • Fi3 Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2025 and held it in 1 quarter.
  • Fi3 Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $344K in Q2 2025.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2025.

Based on Fi3 Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.