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

Golden State 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	$4.33K	Hold	87	–	–	﹤0.01%	1285
2026 Q1	$3.98K	Hold	87	–	–	﹤0.01%	1251
2025 Q4	$3.92K	Hold	87	–	–	﹤0.01%	1280
2025 Q3	$3.98K	Hold	87	–	–	﹤0.01%	1290
2025 Q2	$3.84K	Hold	87	–	–	﹤0.01%	1270
2025 Q1	$3.8K	Sell	87 -63	-42%	-$2.75K	﹤0.01%	1224
2024 Q4	$6.43K	Buy	+150	New	+$6.81K	﹤0.01%	1067
2020 Q2	–	Sell	-730	Closed	-$26K	–	781
2020 Q1	$26K	Buy	+730	New	+$34.7K	0.01%	463
2019 Q4	–	Sell	-1,138	Closed	-$59K	–	745
2019 Q3	$59K	Buy	1,138 +374	+49%	+$19K	0.02%	392
2019 Q2	$38K	Sell	764 -87	-10%	-$4.35K	0.01%	509
2019 Q1	$43K	Buy	+851	New	+$41K	0.01%	484

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

Golden State Wealth Management's RWO Position: Q2 2026 in Review

Golden State Wealth Management held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 87 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Golden State Wealth Management first reported a position in RWO in Q1 2019 and has held it in 11 quarters since. The position peaked at $59K in Q3 2019. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Golden State Wealth Management held 87 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $4.33K as of Q2 2026.
Golden State Wealth Management 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 Golden State Wealth Management's portfolio in Q2 2026, its #1285 holding.
Golden State Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $59K in Q3 2019.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.