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

IFP 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 		$128K Hold
2,571
– – ﹤0.01% 1806
2026
Q1 		$118K Hold
2,571
– – ﹤0.01% 1741
2025
Q4 		$116K Sell
2,571
-90
-3% -$4.09K ﹤0.01% 1703
2025
Q3 		$122K Sell
2,661
-211
-7% -$9.46K ﹤0.01% 1566
2025
Q2 		$127K Sell
2,872
-853
-23% -$37.1K ﹤0.01% 1514
2025
Q1 		$163K Hold
3,725
– – 0.01% 1269
2024
Q4 		$160K Sell
3,725
-30
-0.8% -$1.36K 0.01% 1241
2024
Q3 		$178K Buy
3,755
+52
+1% +$2.35K 0.01% 1142
2024
Q2 		$154K Buy
3,703
+1
+0% +$41 0.01% 1165
2024
Q1 		$159K Sell
3,702
-42
-1% -$1.77K 0.01% 1110
2023
Q4 		$164K Sell
3,744
-1,332
-26% -$52.6K 0.01% 1040
2023
Q3 		$194K Sell
5,076
-374
-7% -$15.3K 0.01% 982
2023
Q2 		$224K Sell
5,450
-2,521
-32% -$103K 0.01% 963
2023
Q1 		$385K Sell
7,971
-247
-3% -$10.5K 0.02% 692
2022
Q4 		$394K Buy
8,218
+1
+0% +$41 0.01% 1005
2022
Q3 		$394K Sell
8,217
-39
-0.5% -$1.75K 0.01% 1041
2022
Q2 		$396K Hold
8,256
– – 0.01% 944
2022
Q1 		$396K Sell
8,256
-1,104
-12% -$58.4K 0.01% 944
2021
Q4 		$529K Buy
9,360
+71
+0.8% +$3.86K 0.01% 569
2021
Q3 		$477K Sell
9,289
-78
-0.8% -$4.16K 0.01% 604
2021
Q2 		$485K Sell
9,367
-16
-0.2% -$811 0.01% 556
2021
Q1 		$443K Sell
9,383
-6,749
-42% -$308K 0.01% 562
2020
Q4 		$718K Sell
16,132
-701
-4% -$29.6K 0.03% 411
2020
Q3 		$663K Sell
16,833
-890
-5% -$35.6K 0.04% 373
2020
Q2 		$685K Sell
17,723
-3,747
-17% -$143K 0.05% 350
2020
Q1 		$779K Buy
21,470
+591
+3% +$28.1K 0.08% 258
2019
Q4 		$1.07M Sell
20,879
-474
-2% -$24.7K 0.08% 262
2019
Q3 		$1.11M Buy
+21,353
New +$1.08M 0.07% 280
2019
Q1 		$1K Sell
25
-27,425
-100% -$1.32M ﹤0.01% 2252
2018
Q4 		$1.21M Sell
27,450
-7,724
-22% -$358K 0.07% 300
2018
Q3 		$1.67M Buy
35,174
+988
+3% +$47.8K 0.07% 298
2018
Q2 		$1.65M Buy
34,186
+251
+0.7% +$11.8K 0.07% 291
2018
Q1 		$1.66M Hold
33,935
– – 0.08% 275
2017
Q4 		$1.66M Buy
33,935
+1,775
+6% +$85.7K 0.08% 274
2017
Q3 		$1.54M Buy
32,160
+795
+3% +$38.2K 0.06% 327
2017
Q2 		$1.5M Buy
31,365
+4,308
+16% +$207K 0.06% 326
2017
Q1 		$1.27M Sell
27,057
-39,195
-59% -$1.85M 0.06% 361
2016
Q4 		$3.1M Buy
66,252
+11,270
+20% +$523K 0.15% 154
2016
Q3 		$2.74M Buy
54,982
+12,354
+29% +$629K 0.14% 158
2016
Q2 		$2.15M Buy
42,628
+42,603
+170,412% +$2.09M 0.12% 189
2016
Q1 		$1K Sell
25
-31,621
-100% -$1.44M ﹤0.01% 2239
2015
Q4 		$1.48M Buy
+31,646
New +$1.49M 0.1% 223

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

IFP Advisors's RWO Position: Q2 2026 in Review

IFP Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 2,571 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

IFP Advisors first reported a position in RWO in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.1M in Q4 2016. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • IFP Advisors held 2,571 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $128K as of Q2 2026.
  • IFP 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 IFP Advisors's portfolio in Q2 2026, its #1806 holding.
  • IFP Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $3.1M in Q4 2016.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.