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

Fiduciary Financial Group’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	$678K	Sell	13,635 -849	-6%	-$41.6K	0.08%	151
2026 Q1	$663K	Sell	14,484 -9,146	-39%	-$432K	0.09%	142
2025 Q4	$1.06M	Buy	23,630 +876	+4%	+$39.8K	0.15%	94
2025 Q3	$1.04M	Buy	22,754 +639	+3%	+$28.6K	0.16%	84
2025 Q2	$985K	Buy	22,115 +730	+3%	+$31.8K	0.18%	81
2025 Q1	$866K	Sell	21,385 -2,974	-12%	-$130K	0.19%	77
2024 Q4	$1.01M	Buy	24,359 +652	+3%	+$29.6K	0.22%	69
2024 Q3	$1.09M	Sell	23,707 -2,498	-10%	-$113K	0.25%	60
2024 Q2	$1.15M	Buy	+26,205	New	+$1.08M	0.28%	55

Other funds holding RWO

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

WCM

WLTH Capital Management Chandler, Arizona $156M AUM

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Fiduciary Financial Group's RWO Position: Q2 2026 in Review

Fiduciary Financial Group reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 5.9% in Q2 2026, selling an estimated $41.6K and leaving 13,635 shares worth $678K. The position accounts for 0.08% of the portfolio, ranked #151.

Fiduciary Financial Group first reported a position in RWO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q2 2024. 30 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Fiduciary Financial Group held 13,635 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $678K as of Q2 2026.
Fiduciary Financial Group sold 849 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $41.6K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.08% of Fiduciary Financial Group's portfolio in Q2 2026, its #151 holding.
Fiduciary Financial Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.15M in Q2 2024.
30 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

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