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J.W. Cole Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

J.W. Cole 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 		$500K Buy
10,053
+1,468
+17% +$71.9K 0.01% 1007
2026
Q1 		$393K Buy
8,585
+965
+13% +$45.6K 0.01% 556
2025
Q4 		$342K Buy
7,620
+1,466
+24% +$66.7K 0.01% 1046
2025
Q3 		$282K Buy
6,154
+778
+14% +$34.9K 0.01% 1243
2025
Q2 		$237K Sell
5,376
-4,021
-43% -$175K 0.01% 1267
2025
Q1 		$410K Buy
9,397
+278
+3% +$12.1K 0.01% 832
2024
Q4 		$391K Buy
9,119
+194
+2% +$8.81K 0.02% 695
2024
Q3 		$424K Buy
8,925
+605
+7% +$27.3K 0.02% 657
2024
Q2 		$346K Buy
8,320
+666
+9% +$27.4K 0.02% 652
2024
Q1 		$328K Buy
7,654
+870
+13% +$36.7K 0.02% 660
2023
Q4 		$297K Buy
+6,784
New +$268K 0.02% 653
2023
Q3 		– Sell
-6,849
Closed -$281K – 786
2023
Q2 		$281K Sell
6,849
-3,156
-32% -$129K 0.02% 598
2023
Q1 		$412K Buy
10,005
+47
+0.5% +$2K 0.03% 493
2022
Q4 		$407K Buy
9,958
+67
+0.7% +$2.71K 0.03% 464
2022
Q3 		$383K Buy
9,891
+71
+0.7% +$3.18K 0.03% 464
2022
Q2 		$433K Buy
9,820
+57
+0.6% +$2.79K 0.03% 449
2022
Q1 		$527K Buy
9,763
+26
+0.3% +$1.38K 0.04% 439
2021
Q4 		$550K Buy
+9,737
New +$530K 0.04% 429
2021
Q3 		– Sell
-6,233
Closed -$321K – 700
2021
Q2 		$321K Buy
+6,233
New +$316K 0.03% 565

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

J.W. Cole Advisors's RWO Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 17% in Q2 2026, buying an estimated $71.9K and bringing the position to 10,053 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #1007.

J.W. Cole Advisors first reported a position in RWO in Q2 2021 and has held it in 19 quarters since. The position peaked at $550K in Q4 2021. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • J.W. Cole Advisors held 10,053 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $500K as of Q2 2026.
  • J.W. Cole Advisors bought 1,468 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $71.9K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1007 holding.
  • J.W. Cole Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2021 and has held it in 19 quarters since.
  • J.W. Cole Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $550K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.