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

Focus Partners Wealth’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	$2.95M	Sell	59,277 -2,741	-4%	-$134K	﹤0.01%	1180
2026 Q1	$2.84M	Sell	62,018 -617	-1%	-$29.2K	﹤0.01%	1161
2025 Q4	$2.82M	Buy	62,635 +560	+0.9%	+$25.5K	﹤0.01%	1183
2025 Q3	$2.84M	Buy	62,075 +1,181	+2%	+$52.9K	﹤0.01%	913
2025 Q2	$2.69M	Sell	60,894 -6,607	-10%	-$288K	0.01%	826
2025 Q1	$2.95M	Buy	67,501 +1,015	+2%	+$44.3K	0.01%	756
2024 Q4	$2.85M	Buy	66,486 +12,445	+23%	+$565K	0.01%	758
2024 Q3	$2.57M	Buy	+54,041	New	+$2.44M	0.01%	722

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

Focus Partners Wealth's RWO Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 4.4% in Q2 2026, selling an estimated $134K and leaving 59,277 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Focus Partners Wealth first reported a position in RWO in Q3 2024 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Focus Partners Wealth held 59,277 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $2.95M as of Q2 2026.
Focus Partners Wealth sold 2,741 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $134K.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1180 holding.
Focus Partners Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2024 and has held it in 8 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.