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Joseph Group Capital Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Joseph Group Capital Management’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 		$154K Buy
3,091
+1,571
+103% +$77K 0.03% 79
2026
Q1 		$69.6K Buy
1,520
+335
+28% +$15.8K 0.02% 92
2025
Q4 		$53.3K Buy
1,185
+22
+2% +$1K 0.01% 86
2025
Q3 		$53.2K Sell
1,163
-22
-2% -$986 0.02% 76
2025
Q2 		$52.3K Sell
1,185
-109
-8% -$4.74K 0.02% 71
2025
Q1 		$56.5K Buy
1,294
+106
+9% +$4.63K 0.02% 68
2024
Q4 		$51K Sell
1,188
-22
-2% -$999 0.02% 69
2024
Q3 		$57.5K Sell
1,210
-278
-19% -$12.5K 0.02% 66
2024
Q2 		$61.8K Sell
1,488
-1,116
-43% -$46K 0.03% 58
2024
Q1 		$112K Buy
2,604
+961
+58% +$40.6K 0.06% 53
2023
Q4 		$71.8K Buy
1,643
+295
+22% +$11.7K 0.04% 61
2023
Q3 		$51.5K Sell
1,348
-593
-31% -$24.3K 0.04% 62
2023
Q2 		$79.7K Buy
1,941
+40
+2% +$1.64K 0.07% 55
2023
Q1 		$78.2K Buy
1,901
+114
+6% +$4.84K 0.07% 59
2022
Q4 		$73K Sell
1,787
-58,256
-97% -$2.36M 0.07% 63
2022
Q3 		$2.32M Buy
60,043
+5,998
+11% +$269K 2.54% 6
2022
Q2 		$2.39M Buy
54,045
+5,903
+12% +$289K 2.39% 7
2022
Q1 		$2.6M Buy
48,142
+1,239
+3% +$65.6K 2.62% 7
2021
Q4 		$2.65M Buy
+46,903
New +$2.55M 2.55% 7

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

Joseph Group Capital Management's RWO Position: Q2 2026 in Review

Joseph Group Capital Management increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 103% in Q2 2026, buying an estimated $77K and bringing the position to 3,091 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #79.

Joseph Group Capital Management first reported a position in RWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.65M in Q4 2021. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Joseph Group Capital Management held 3,091 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $154K as of Q2 2026.
  • Joseph Group Capital Management bought 1,571 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $77K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Joseph Group Capital Management's portfolio in Q2 2026, its #79 holding.
  • Joseph Group Capital Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Joseph Group Capital Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2.65M 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 Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.