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

Larson Financial Group’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 		$75.4K Sell
1,647
-102
-6% -$4.82K ﹤0.01% 1127
2025
Q4 		$78.8K Sell
1,749
-127
-7% -$5.78K ﹤0.01% 1021
2025
Q3 		$85.9K Sell
1,876
-568
-23% -$25.5K ﹤0.01% 960
2025
Q2 		$108K Sell
2,444
-468
-16% -$20.4K ﹤0.01% 828
2025
Q1 		$127K Sell
2,912
-341
-10% -$14.9K 0.01% 728
2024
Q4 		$140K Sell
3,253
-201
-6% -$9.13K 0.01% 657
2024
Q3 		$164K Sell
3,454
-62
-2% -$2.8K 0.01% 619
2024
Q2 		$146K Sell
3,516
-907
-21% -$37.4K 0.01% 554
2024
Q1 		$189K Sell
4,423
-1,802
-29% -$76.1K 0.01% 424
2023
Q4 		$272K Sell
6,225
-103
-2% -$4.07K 0.02% 289
2023
Q3 		$242K Buy
6,328
+40
+0.6% +$1.64K 0.02% 288
2023
Q2 		$258K Buy
6,288
+51
+0.8% +$2.09K 0.03% 278
2023
Q1 		$257K Buy
6,237
+155
+3% +$6.58K 0.03% 283
2022
Q4 		$249K Sell
6,082
-362
-6% -$14.7K 0.03% 270
2022
Q3 		$249K Buy
6,444
+199
+3% +$8.91K 0.04% 249
2022
Q2 		$276K Sell
6,245
-6
-0.1% -$294 0.05% 152
2022
Q1 		$338K Sell
6,251
-387
-6% -$20.5K 0.05% 141
2021
Q4 		$375K Sell
6,638
-408
-6% -$22.2K 0.06% 139
2021
Q3 		$360K Sell
7,046
-300
-4% -$16K 0.07% 104
2021
Q2 		$378K Sell
7,346
-397
-5% -$20.1K 0.09% 87
2021
Q1 		$366K Sell
7,743
-664
-8% -$30.3K 0.11% 73
2020
Q4 		$374K Sell
8,407
-898
-10% -$37.9K 0.13% 68
2020
Q3 		$368K Sell
9,305
-13,472
-59% -$539K 0.15% 62
2020
Q2 		$889K Sell
22,777
-1,587
-7% -$60.6K 0.42% 44
2020
Q1 		$877K Buy
24,364
+3,175
+15% +$151K 0.55% 41
2019
Q4 		$1.09M Sell
21,189
-354
-2% -$18.4K 0.63% 32
2019
Q3 		$1.12M Sell
21,543
-547
-2% -$27.8K 0.73% 26
2019
Q2 		$1.1M Sell
22,090
-1,269
-5% -$63.4K 0.82% 22
2019
Q1 		$1.17M Sell
23,359
-273
-1% -$13.2K 0.93% 22
2018
Q4 		$1.05M Sell
23,632
-282
-1% -$13.1K 0.97% 22
2018
Q3 		$1.14M Sell
23,914
-4,412
-16% -$214K 1.3% 20
2018
Q2 		$1.36M Sell
28,326
-7,550
-21% -$356K 1.57% 17
2018
Q1 		$1.66M Sell
35,876
-23,199
-39% -$1.08M 1.95% 16
2017
Q4 		$2.89M Buy
+59,075
New +$2.85M 2.42% 10

Other funds holding RWO

State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Larson Financial Group's RWO Position: Q1 2026 in Review

Larson Financial Group reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 5.8% in Q1 2026, selling an estimated $4.82K and leaving 1,647 shares worth $75.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Larson Financial Group first reported a position in RWO in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.89M in Q4 2017. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

  • Larson Financial Group held 1,647 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $75.4K as of Q1 2026.
  • Larson Financial Group sold 102 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $4.82K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1127 holding.
  • Larson Financial Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and has held it in 34 quarters since.
  • Larson Financial Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2.89M in Q4 2017.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.