Guardian Wealth Advisors (North Carolina)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-139	Closed	-$6.36K	–	548
2026 Q1	$6.36K	Buy	+139	New	+$6.57K	﹤0.01%	561
2025 Q3	–	Sell	-106	Closed	-$4.68K	–	502
2025 Q2	$4.68K	Hold	106	–	–	﹤0.01%	512
2025 Q1	$4.63K	Hold	106	–	–	﹤0.01%	487
2024 Q4	$4.55K	Buy	+106	New	+$4.82K	﹤0.01%	468
2022 Q3	–	Sell	-106	Closed	-$5K	–	365
2022 Q2	$5K	Buy	+106	New	+$5.2K	﹤0.01%	313

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

Guardian Wealth Advisors (North Carolina)'s RWO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2026, closing a stake of 139 shares — an estimated $6.36K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in RWO in Q2 2022 and held it in 5 quarters. The position peaked at $6.36K in Q1 2026. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 139 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $6.36K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2022 and held it in 5 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR Dow Jones Global Real Estate ETF position peaked at $6.36K in Q1 2026.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.