Glass Jacobson Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Glass Jacobson Investment 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	$1.49K	Hold	30	–	–	﹤0.01%	560
2026 Q1	$1.37K	Hold	30	–	–	﹤0.01%	553
2025 Q4	$1.35K	Hold	30	–	–	﹤0.01%	543
2025 Q3	$1.37K	Hold	30	–	–	﹤0.01%	541
2025 Q2	$1.32K	Hold	30	–	–	﹤0.01%	520
2025 Q1	$1.29K	Hold	30	–	–	﹤0.01%	781
2024 Q4	$1.29K	Hold	30	–	–	﹤0.01%	781
2024 Q3	$1.43K	Hold	30	–	–	﹤0.01%	699
2024 Q2	$1.25K	Hold	30	–	–	﹤0.01%	696
2024 Q1	$1.28K	Hold	30	–	–	﹤0.01%	696
2023 Q4	$1.31K	Hold	30	–	–	﹤0.01%	667
2023 Q3	$1.15K	Hold	30	–	–	﹤0.01%	689
2023 Q2	$1.23K	Buy	+30	New	+$1.23K	﹤0.01%	682
2022 Q4	$1.23K	Buy	+30	New	+$1.22K	﹤0.01%	713

Other funds holding RWO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Glass Jacobson Investment Advisors's RWO Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 30 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Glass Jacobson Investment Advisors first reported a position in RWO in Q4 2022 and has held it in 14 quarters since. 95 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Glass Jacobson Investment Advisors held 30 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.49K as of Q2 2026.
Glass Jacobson Investment Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #560 holding.
Glass Jacobson Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
95 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.