Independent Advisor Alliance’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Independent Advisor Alliance’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	$1.09M	Sell	22,007 -105	-0.5%	-$5.14K	0.03%	437
2026 Q1	$1.01M	Buy	22,112 +3,380	+18%	+$160K	0.01%	833
2025 Q4	$843K	Buy	18,732 +795	+4%	+$36.2K	0.02%	517
2025 Q3	$821K	Buy	17,937 +1,541	+9%	+$69.1K	0.02%	487
2025 Q2	$724K	Buy	16,396 +1,783	+12%	+$77.6K	0.02%	490
2025 Q1	$638K	Sell	14,613 -864	-6%	-$37.7K	0.02%	469
2024 Q4	$664K	Buy	+15,477	New	+$703K	0.01%	854

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Independent Advisor Alliance's RWO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.47% in Q2 2026, selling an estimated $5.14K and leaving 22,007 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #437.

Independent Advisor Alliance first reported a position in RWO in Q4 2024 and has held it in 7 quarters since. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Independent Advisor Alliance held 22,007 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.09M as of Q2 2026.
Independent Advisor Alliance sold 105 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $5.14K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #437 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.