Jim Saulnier & Associates’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Jim Saulnier & Associates’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	–	Sell	-6,527	Closed	-$299K	–	157
2026 Q1	$299K	Buy	6,527 +13	+0.2%	+$614	0.15%	109
2025 Q4	$293K	Sell	6,514 -246	-4%	-$11.2K	0.15%	111
2025 Q3	$309K	Sell	6,760 -144	-2%	-$6.45K	0.17%	104
2025 Q2	$305K	Sell	6,904 -539	-7%	-$23.5K	0.21%	87
2025 Q1	$325K	Buy	7,443 +531	+8%	+$23.2K	0.25%	75
2024 Q4	$296K	Buy	6,912 +1,662	+32%	+$75.5K	0.26%	69
2024 Q3	$250K	Buy	+5,250	New	+$237K	0.24%	69

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

Jim Saulnier & Associates's RWO Position: Q2 2026 in Review

Jim Saulnier & Associates sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2026, closing a stake of 6,527 shares — an estimated $299K sold.

Jim Saulnier & Associates first reported a position in RWO in Q3 2024 and held it in 7 quarters. The position peaked at $325K in Q1 2025. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Jim Saulnier & Associates reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Jim Saulnier & Associates sold 6,527 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $299K.
Jim Saulnier & Associates first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2024 and held it in 7 quarters.
Jim Saulnier & Associates's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $325K in Q1 2025.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.