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

JFS 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 		$4.7M Buy
94,538
+2,664
+3% +$131K 0.23% 68
2026
Q1 		$4.21M Sell
91,874
-1,661
-2% -$78.5K 0.24% 72
2025
Q4 		$4.21M Buy
93,535
+26
+0% +$1.18K 0.24% 68
2025
Q3 		$4.28M Sell
93,509
-4,023
-4% -$180K 0.25% 65
2025
Q2 		$4.31M Sell
97,532
-2,683
-3% -$117K 0.27% 63
2025
Q1 		$4.37M Sell
100,215
-1,643
-2% -$71.7K 0.3% 57
2024
Q4 		$4.37M Sell
101,858
-1,510
-1% -$68.6K 0.3% 58
2024
Q3 		$4.91M Sell
103,368
-1,308
-1% -$59K 0.33% 54
2024
Q2 		$4.35M Sell
104,676
-7,866
-7% -$324K 0.34% 48
2024
Q1 		$4.82M Sell
112,542
-3,053
-3% -$129K 0.38% 47
2023
Q4 		$5.05M Sell
115,595
-21,126
-15% -$834K 0.43% 42
2023
Q3 		$5.22M Sell
136,721
-717
-0.5% -$29.4K 0.49% 41
2023
Q2 		$5.64M Sell
137,438
-2,016
-1% -$82.5K 0.51% 39
2023
Q1 		$5.74M Buy
139,454
+2,041
+1% +$86.7K 0.54% 39
2022
Q4 		$5.62M Sell
137,413
-809
-0.6% -$32.8K 0.55% 39
2022
Q3 		$5.35M Sell
138,222
-5,517
-4% -$247K 0.59% 32
2022
Q2 		$6.34M Sell
143,739
-1,705
-1% -$83.6K 0.67% 31
2022
Q1 		$7.86M Sell
145,444
-19,058
-12% -$1.01M 0.74% 27
2021
Q4 		$9.3M Sell
164,502
-4,605
-3% -$250K 0.88% 23
2021
Q3 		$8.63M Sell
169,107
-9,838
-5% -$525K 0.89% 23
2021
Q2 		$9.21M Sell
178,945
-12,928
-7% -$655K 1.38% 14
2021
Q1 		$9.06M Sell
191,873
-5,487
-3% -$251K 1.85% 12
2020
Q4 		$8.78M Sell
197,360
-59,951
-23% -$2.53M 1.84% 15
2020
Q3 		$10.2M Sell
257,311
-5,969
-2% -$239K 2.42% 9
2020
Q2 		$10.3M Sell
263,280
-18,866
-7% -$721K 2.66% 8
2020
Q1 		$10.2M Buy
282,146
+12,448
+5% +$591K 3.05% 7
2019
Q4 		$13.9M Buy
269,698
+37,809
+16% +$1.97M 3.42% 6
2019
Q3 		$12M Sell
231,889
-5,489
-2% -$279K 3.07% 7
2019
Q2 		$11.8M Buy
237,378
+2,483
+1% +$124K 3% 7
2019
Q1 		$11.8M Sell
234,895
-2,561
-1% -$124K 3.06% 7
2018
Q4 		$10.5M Sell
237,456
-4,694
-2% -$217K 2.82% 9
2018
Q3 		$11.5M Buy
242,150
+2,218
+0.9% +$107K 2.97% 7
2018
Q2 		$11.5M Buy
239,932
+204
+0.1% +$9.62K 3.04% 7
2018
Q1 		$11.1M Sell
239,728
-7,638
-3% -$356K 2.93% 7
2017
Q4 		$12.1M Buy
247,366
+8,126
+3% +$392K 2.96% 7
2017
Q3 		$11.4M Buy
239,240
+8,198
+4% +$394K 2.95% 7
2017
Q2 		$11M Buy
231,042
+29,396
+15% +$1.41M 3.03% 7
2017
Q1 		$9.45M Hold
201,646
– – 2.56% 7
2016
Q4 		$9.45M Buy
201,646
+19,863
+11% +$922K 2.56% 7
2016
Q3 		$9.06M Buy
181,783
+3,414
+2% +$174K 2.59% 8
2016
Q2 		$8.98M Buy
178,369
+6,078
+4% +$298K 2.48% 10
2016
Q1 		$8.44M Sell
172,291
-106
-0.1% -$4.83K 2.49% 10
2015
Q4 		$8.07M Buy
+172,397
New +$8.1M 2.32% 11

Other funds holding RWO

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM

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

JFS Wealth Advisors increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 2.9% in Q2 2026, buying an estimated $131K and bringing the position to 94,538 shares worth $4.7M. The position accounts for 0.23% of the portfolio, ranked #68.

JFS Wealth Advisors first reported a position in RWO in Q4 2015 and has held it in 43 quarters since. The position peaked at $13.9M in Q4 2019. 79 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • JFS Wealth Advisors held 94,538 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $4.7M as of Q2 2026.
  • JFS Wealth Advisors bought 2,664 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $131K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.23% of JFS Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • JFS Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2015 and has held it in 43 quarters since.
  • JFS Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $13.9M in Q4 2019.
  • 79 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.