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

FSM 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	$2.27M	Sell	45,668 -1,447	-3%	-$70.9K	0.24%	55
2026 Q1	$2.16M	Buy	47,115 +524	+1%	+$24.8K	0.28%	50
2025 Q4	$2.1M	Sell	46,591 -1,142	-2%	-$51.9K	0.29%	51
2025 Q3	$2.18M	Buy	47,733 +530	+1%	+$23.8K	0.31%	52
2025 Q2	$2.08M	Sell	47,203 -18,816	-29%	-$819K	0.34%	53
2025 Q1	$2.88M	Sell	66,019 -22,013	-25%	-$961K	0.65%	27
2024 Q4	$3.77M	Buy	88,032 +9,581	+12%	+$435K	0.92%	23
2024 Q3	$3.73M	Sell	78,451 -115,905	-60%	-$5.23M	0.99%	23
2024 Q2	$8.07M	Buy	194,356 +25,457	+15%	+$1.05M	2.71%	13
2024 Q1	$7.23M	Buy	168,899 +34,071	+25%	+$1.44M	2.57%	12
2023 Q4	$5.89M	Buy	134,828 +27,797	+26%	+$1.1M	2.51%	13
2023 Q3	$4.09M	Buy	107,031 +24,507	+30%	+$1.01M	2.06%	14
2023 Q2	$3.46M	Buy	82,524 +20,912	+34%	+$856K	1.74%	16
2023 Q1	$2.54M	Buy	61,612 +18,688	+44%	+$794K	1.47%	17
2022 Q4	$1.76M	Buy	42,924 +6,657	+18%	+$270K	1.25%	23
2022 Q3	$1.4M	Buy	36,267 +4,650	+15%	+$208K	1.17%	23
2022 Q2	$1.49M	Buy	+31,617	New	+$1.55M	1.47%	20

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

FSM Wealth Advisors's RWO Position: Q2 2026 in Review

FSM Wealth Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 3.1% in Q2 2026, selling an estimated $70.9K and leaving 45,668 shares worth $2.27M. The position accounts for 0.24% of the portfolio, ranked #55.

FSM Wealth Advisors first reported a position in RWO in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.07M in Q2 2024. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

FSM Wealth Advisors held 45,668 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $2.27M as of Q2 2026.
FSM Wealth Advisors sold 1,447 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $70.9K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.24% of FSM Wealth Advisors's portfolio in Q2 2026, its #55 holding.
FSM Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
FSM Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $8.07M in Q2 2024.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.