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FSB Premier Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

FSB Premier Wealth Management’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 		$705K Sell
14,191
-272
-2% -$13.3K 0.2% 121
2026
Q1 		$662K Sell
14,463
-75
-0.5% -$3.54K 0.21% 117
2025
Q4 		$655K Buy
14,538
+93
+0.6% +$4.23K 0.21% 118
2025
Q3 		$661K Buy
14,445
+175
+1% +$7.84K 0.22% 112
2025
Q2 		$630K Buy
14,270
+1
+0% +$44 0.22% 114
2025
Q1 		$623K Sell
14,269
-20
-0.1% -$873 0.24% 111
2024
Q4 		$613K Buy
14,289
+44
+0.3% +$2K 0.25% 104
2024
Q3 		$677K Buy
14,245
+423
+3% +$19.1K 0.28% 95
2024
Q2 		$574K Sell
13,822
-476
-3% -$19.6K 0.26% 95
2024
Q1 		$612K Sell
14,298
-1,803
-11% -$76.2K 0.29% 77
2023
Q4 		$704K Sell
16,101
-33
-0.2% -$1.3K 0.35% 66
2023
Q3 		$616K Buy
16,134
+41
+0.3% +$1.68K 0.34% 67
2023
Q2 		$661K Buy
16,093
+33
+0.2% +$1.35K 0.36% 61
2023
Q1 		$661K Buy
16,060
+5,422
+51% +$230K 0.37% 59
2022
Q4 		$435K Buy
10,638
+299
+3% +$12.1K 0.24% 82
2022
Q3 		$400K Buy
10,339
+1,288
+14% +$57.7K 0.23% 84
2022
Q2 		$399K Sell
9,051
-181
-2% -$8.87K 0.22% 90
2022
Q1 		$492K Sell
9,232
-62
-0.7% -$3.28K 0.25% 82
2021
Q4 		$525K Buy
9,294
+493
+6% +$26.8K 0.22% 82
2021
Q3 		$449K Sell
8,801
-12
-0.1% -$640 0.22% 75
2021
Q2 		$453K Sell
8,813
-174
-2% -$8.82K 0.23% 69
2021
Q1 		$424K Sell
8,987
-2,391
-21% -$109K 0.23% 73
2020
Q4 		$505K Buy
+11,378
New +$480K 0.27% 66

Other funds holding RWO

State Street
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FSB Premier Wealth Management's RWO Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1.9% in Q2 2026, selling an estimated $13.3K and leaving 14,191 shares worth $705K. The position accounts for 0.2% of the portfolio, ranked #121.

FSB Premier Wealth Management first reported a position in RWO in Q4 2020 and has held it in 23 quarters since. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • FSB Premier Wealth Management held 14,191 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $705K as of Q2 2026.
  • FSB Premier Wealth Management sold 272 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $13.3K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.2% of FSB Premier Wealth Management's portfolio in Q2 2026, its #121 holding.
  • FSB Premier Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.