L.J. Altfest & Co’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

L.J. Altfest & Co’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	$1.98M	Buy	39,817 +468	+1%	+$22.9K	0.19%	87
2026 Q1	$1.8M	Sell	39,349 -120	-0.3%	-$5.67K	0.19%	93
2025 Q4	$1.78M	Sell	39,469 -47	-0.1%	-$2.14K	0.19%	89
2025 Q3	$1.81M	Sell	39,516 -71	-0.2%	-$3.18K	0.2%	82
2025 Q2	$1.75M	Sell	39,587 -472	-1%	-$20.5K	0.21%	83
2025 Q1	$1.75M	Sell	40,059 -530	-1%	-$23.1K	0.22%	79
2024 Q4	$1.74M	Buy	40,589 +1,915	+5%	+$87K	0.22%	79
2024 Q3	$1.84M	Buy	38,674 +251	+0.7%	+$11.3K	0.24%	75
2024 Q2	$1.6M	Sell	38,423 -1,765	-4%	-$72.7K	0.22%	76
2024 Q1	$1.72M	Sell	40,188 -108,761	-73%	-$4.59M	0.24%	70
2023 Q4	$6.51M	Buy	148,949 +113,026	+315%	+$4.46M	0.94%	26
2023 Q3	$1.37M	Buy	35,923 +2,195	+7%	+$90K	0.22%	76
2023 Q2	$1.39M	Sell	33,728 -3,534	-9%	-$145K	0.21%	78
2023 Q1	$1.53M	Sell	37,262 -7,074	-16%	-$301K	0.24%	63
2022 Q4	$1.81M	Buy	44,336 +2,478	+6%	+$100K	0.3%	63
2022 Q3	$1.62M	Buy	41,858 +9,871	+31%	+$442K	0.3%	52
2022 Q2	$1.41M	Sell	31,987 -2,387	-7%	-$117K	0.25%	61
2022 Q1	$1.86M	Buy	34,374 +3,280	+11%	+$174K	0.33%	52
2021 Q4	$1.76M	Buy	31,094 +2,271	+8%	+$123K	0.34%	57
2021 Q3	$1.47M	Buy	28,823 +34	+0.1%	+$1.81K	0.31%	52
2021 Q2	$1.48M	Buy	28,789 +656	+2%	+$33.3K	0.32%	55
2021 Q1	$1.33M	Sell	28,133 -6,143	-18%	-$280K	0.31%	61
2020 Q4	$1.52M	Buy	34,276 +9,502	+38%	+$401K	0.37%	46
2020 Q3	$979K	Sell	24,774 -3,855	-13%	-$154K	0.26%	67
2020 Q2	$1.12M	Sell	28,629 -2,978	-9%	-$114K	0.32%	51
2020 Q1	$1.14M	Sell	31,607 -1,745	-5%	-$82.9K	0.36%	48
2019 Q4	$1.72M	Buy	33,352 +905	+3%	+$47.1K	0.43%	37
2019 Q3	$1.68M	Sell	32,447 -2,356	-7%	-$120K	0.43%	36
2019 Q2	$1.74M	Sell	34,803 -1,222	-3%	-$61.1K	0.46%	40
2019 Q1	$1.8M	Sell	36,025 -439	-1%	-$21.2K	0.44%	39
2018 Q4	$1.61M	Buy	+36,464	New	+$1.69M	0.45%	35

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

L.J. Altfest & Co's RWO Position: Q2 2026 in Review

L.J. Altfest & Co increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1.2% in Q2 2026, buying an estimated $22.9K and bringing the position to 39,817 shares worth $1.98M. The position accounts for 0.19% of the portfolio, ranked #87.

L.J. Altfest & Co first reported a position in RWO in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.51M in Q4 2023. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

L.J. Altfest & Co held 39,817 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.98M as of Q2 2026.
L.J. Altfest & Co bought 468 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $22.9K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.19% of L.J. Altfest & Co's portfolio in Q2 2026, its #87 holding.
L.J. Altfest & Co first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
L.J. Altfest & Co's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $6.51M in Q4 2023.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.