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

Foster Victor 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	$4.18M	Buy	+83,132	New	+$4.07M	0.22%	105
2024 Q4	–	Sell	-86,656	Closed	-$3.98M	–	201
2024 Q3	$3.98M	Buy	+86,656	New	+$3.91M	0.32%	93
2024 Q1	–	Sell	-93,232	Closed	-$4.05M	–	178
2023 Q4	$4.05M	Buy	+93,232	New	+$3.68M	0.42%	74
2022 Q1	–	Sell	-86,577	Closed	-$4.76M	–	149
2021 Q4	$4.76M	Buy	86,577 +6,860	+9%	+$373K	0.65%	59
2021 Q3	$4.07M	Buy	79,717 +3,690	+5%	+$197K	0.65%	54
2021 Q2	$3.92M	Buy	+76,027	New	+$3.85M	0.65%	50
2019 Q4	–	Sell	-32,768	Closed	-$1.7M	–	117
2019 Q3	$1.7M	Buy	32,768 +28,176	+614%	+$1.43M	0.95%	32
2019 Q2	$234K	Buy	+4,592	New	+$229K	0.17%	83

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

Foster Victor Wealth Advisors's RWO Position: Q2 2026 in Review

Foster Victor Wealth Advisors opened a new position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2026: 83,132 shares worth $4.18M. The stake represents 0.22% of the portfolio and ranks #105 among its holdings. This is a return to the name: Foster Victor Wealth Advisors previously reported a position in RWO as recently as Q3 2024.

Foster Victor Wealth Advisors first reported a position in RWO in Q2 2019 and has held it in 8 quarters since. The position peaked at $4.76M in Q4 2021. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Foster Victor Wealth Advisors held 83,132 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $4.18M as of Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF was a new Foster Victor Wealth Advisors position in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.22% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Foster Victor Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2019 and has held it in 8 quarters since.
Foster Victor Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4.76M in Q4 2021.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.