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

Heritage 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 Q1	$981	Hold	21	–	–	﹤0.01%	645
2025 Q4	$965	Hold	21	–	–	﹤0.01%	561
2025 Q3	$981	Hold	21	–	–	﹤0.01%	546
2025 Q2	$946	Hold	21	–	–	﹤0.01%	534
2025 Q1	$936	Hold	21	–	–	﹤0.01%	535
2024 Q4	$920	Hold	21	–	–	﹤0.01%	578
2024 Q3	$1.02K	Hold	21	–	–	﹤0.01%	571
2024 Q2	$890	Hold	21	–	–	﹤0.01%	489
2024 Q1	$918	Hold	21	–	–	﹤0.01%	509
2023 Q4	$937	Hold	21	–	–	﹤0.01%	517
2023 Q3	$819	Hold	21	–	–	﹤0.01%	477
2023 Q2	$881	Hold	21	–	–	﹤0.01%	516
2023 Q1	$883	Hold	21	–	–	﹤0.01%	534
2022 Q4	$877	Hold	21	–	–	﹤0.01%	524
2022 Q3	$830	Hold	21	–	–	﹤0.01%	500
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	542
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	521
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	530
2021 Q3	$1.09K	Hold	21	–	–	﹤0.01%	510
2021 Q2	$1.1K	Hold	21	–	–	﹤0.01%	525
2021 Q1	$1.01K	Hold	21	–	–	﹤0.01%	534
2020 Q4	$1K	Hold	21	–	–	﹤0.01%	531
2020 Q3	$847	Hold	21	–	–	﹤0.01%	453
2020 Q2	$837	Hold	21	–	–	﹤0.01%	429
2020 Q1	$772	Hold	21	–	–	﹤0.01%	431
2019 Q4	$1.1K	Hold	21	–	–	﹤0.01%	659
2019 Q3	$1K	Hold	21	–	–	﹤0.01%	426
2019 Q2	$1.07K	Hold	21	–	–	﹤0.01%	438
2019 Q1	$1.07K	Hold	21	–	–	﹤0.01%	423
2018 Q4	$0	Hold	21	–	–	﹤0.01%	408
2018 Q3	$1K	Buy	+21	New	+$1.02K	﹤0.01%	373

Other funds holding RWO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Advisors's RWO Position: Q1 2026 in Review

Heritage Wealth Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q1 2026 at 21 shares worth $981. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Heritage Wealth Advisors first reported a position in RWO in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.1K in Q4 2019. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

Heritage Wealth Advisors held 21 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $981 as of Q1 2026.
Heritage Wealth Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q1 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #645 holding.
Heritage Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2018 and has held it in 31 quarters since.
Heritage Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.1K in Q4 2019.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.