Key Financial Inc’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Key Financial Inc’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 Q1	$1.31K	Hold	29	–	–	﹤0.01%	1220
2025 Q4	$1.29K	Sell	29 -8	-22%	-$364	﹤0.01%	1231
2025 Q3	$1.68K	Hold	37	–	–	﹤0.01%	1212
2025 Q2	$1.61K	Hold	37	–	–	﹤0.01%	1211
2025 Q1	$1.6K	Sell	37 -4	-10%	-$175	﹤0.01%	1170
2024 Q4	$1.74K	Hold	41	–	–	﹤0.01%	1167
2024 Q3	$1.93K	Hold	41	–	–	﹤0.01%	1114
2024 Q2	$1.69K	Hold	41	–	–	﹤0.01%	1122
2024 Q1	$1.74K	Hold	41	–	–	﹤0.01%	1117
2023 Q4	$1.77K	Hold	41	–	–	﹤0.01%	1115
2023 Q3	$1.55K	Hold	41	–	–	﹤0.01%	1141
2023 Q2	$1.67K	Hold	41	–	–	﹤0.01%	1188
2023 Q1	$1.67K	Buy	41 +4	+11%	+$170	﹤0.01%	983
2022 Q4	$1.42K	Hold	37	–	–	﹤0.01%	996
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	1070
2022 Q2	$2K	Hold	37	–	–	﹤0.01%	955
2022 Q1	$2K	Hold	37	–	–	﹤0.01%	944
2021 Q4	$2K	Hold	37	–	–	﹤0.01%	840
2021 Q3	$2K	Hold	37	–	–	﹤0.01%	819
2021 Q2	$2K	Hold	37	–	–	﹤0.01%	782
2021 Q1	$2K	Buy	37 +24	+185%	+$1.1K	﹤0.01%	692
2020 Q4	$1K	Buy	+13	New	+$549	﹤0.01%	688
2020 Q2	–	Sell	-13	Closed	–	–	514
2020 Q1	$0	Buy	+13	New	+$618	﹤0.01%	717

Other funds holding RWO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Key Financial Inc's RWO Position: Q1 2026 in Review

Key Financial Inc held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q1 2026 at 29 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Key Financial Inc first reported a position in RWO in Q1 2020 and has held it in 23 quarters since. The position peaked at $2K in Q2 2022. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

Key Financial Inc held 29 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.31K as of Q1 2026.
Key Financial Inc left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q1 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1220 holding.
Key Financial Inc first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2K in Q2 2022.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.