Keystone Financial Group (Kentucky)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Keystone Financial Group (Kentucky)’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	$271K	Buy	5,460 +211	+4%	+$10.3K	0.02%	460
2026 Q1	$240K	Buy	5,249 +508	+11%	+$24K	0.02%	447
2025 Q4	$213K	Buy	+4,741	New	+$216K	0.02%	419
2018 Q1	–	Sell	-5,269	Closed	-$1.32M	–	175
2017 Q4	$1.32M	Buy	+5,269	New	+$254K	0.82%	32

Other funds holding RWO

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 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 22.96% 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

Keystone Financial Group (Kentucky)'s RWO Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 4% in Q2 2026, buying an estimated $10.3K and bringing the position to 5,460 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #460.

Keystone Financial Group (Kentucky) first reported a position in RWO in Q4 2017 and has held it in 4 quarters since. The position peaked at $1.32M in Q4 2017. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Keystone Financial Group (Kentucky) held 5,460 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $271K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 211 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $10.3K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #460 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and has held it in 4 quarters since.
Keystone Financial Group (Kentucky)'s State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.32M in Q4 2017.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.