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

HHM 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 		$1.12M Sell
22,494
-711
-3% -$34.8K 0.11% 74
2026
Q1 		$1.06M Buy
23,205
+125
+0.5% +$5.91K 0.12% 68
2025
Q4 		$1.04M Sell
23,080
-1,155
-5% -$52.5K 0.12% 68
2025
Q3 		$1.11M Hold
24,235
– – 0.13% 70
2025
Q2 		$1.07M Sell
24,235
-5,895
-20% -$257K 0.13% 66
2025
Q1 		$1.31M Sell
30,130
-3,775
-11% -$165K 0.18% 58
2024
Q4 		$1.45M Sell
33,905
-4,508
-12% -$205K 0.2% 55
2024
Q3 		$1.83M Sell
38,413
-187
-0.5% -$8.44K 0.26% 37
2024
Q2 		$1.6M Sell
38,600
-610
-2% -$25.1K 0.24% 43
2024
Q1 		$1.68M Sell
39,210
-105
-0.3% -$4.43K 0.28% 32
2023
Q4 		$1.72M Sell
39,315
-11,304
-22% -$446K 0.3% 30
2023
Q3 		$1.93M Sell
50,619
-1,084
-2% -$44.5K 0.38% 23
2023
Q2 		$2.12M Buy
51,703
+140
+0.3% +$5.73K 0.4% 24
2023
Q1 		$2.12M Buy
51,563
+686
+1% +$29.1K 0.43% 22
2022
Q4 		$2.08M Sell
50,877
-12,163
-19% -$493K 0.48% 23
2022
Q3 		$2.44M Buy
63,040
+2,480
+4% +$111K 0.64% 18
2022
Q2 		$2.67M Buy
60,560
+799
+1% +$39.2K 0.68% 18
2022
Q1 		$3.23M Buy
59,761
+1,472
+3% +$77.9K 0.75% 16
2021
Q4 		$3.29M Buy
58,289
+634
+1% +$34.5K 0.8% 16
2021
Q3 		$2.94M Sell
57,655
-3,252
-5% -$173K 0.8% 17
2021
Q2 		$3.14M Sell
60,907
-5,506
-8% -$279K 0.85% 15
2021
Q1 		$3.14M Sell
66,413
-149,344
-69% -$6.82M 0.97% 13
2020
Q4 		$9.59M Buy
215,757
+774
+0.4% +$32.7K 3.3% 6
2020
Q3 		$8.49M Buy
214,983
+404
+0.2% +$16.2K 3.4% 6
2020
Q2 		$8.38M Buy
214,579
+18,575
+9% +$710K 3.5% 6
2020
Q1 		$7.06M Buy
196,004
+56,536
+41% +$2.69M 3.44% 7
2019
Q4 		$7.18M Buy
139,468
+16,932
+14% +$881K 3.45% 7
2019
Q3 		$6.36M Sell
122,536
-1,766
-1% -$89.7K 3.62% 7
2019
Q2 		$6.2M Buy
124,302
+8,617
+7% +$431K 3.66% 7
2019
Q1 		$5.79M Buy
115,685
+9,652
+9% +$465K 3.7% 7
2018
Q4 		$4.69M Buy
+106,033
New +$4.91M 3.44% 8

Other funds holding RWO

State Street
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

HHM Wealth Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 3.1% in Q2 2026, selling an estimated $34.8K and leaving 22,494 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #74.

HHM Wealth Advisors first reported a position in RWO in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.59M in Q4 2020. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • HHM Wealth Advisors held 22,494 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.12M as of Q2 2026.
  • HHM Wealth Advisors sold 711 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $34.8K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.11% of HHM Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • HHM Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • HHM Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $9.59M in Q4 2020.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

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