Legacy Investment Solutions’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Legacy Investment Solutions’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
2025 Q2	$4.24K	Buy	+96	New	+$4.18K	﹤0.01%	418
2024 Q4	$4.22K	Sell	96 -95	-50%	-$4.32K	﹤0.01%	405
2024 Q3	$8.66K	Buy	+191	New	+$8.62K	0.01%	333

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

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Legacy Investment Solutions's RWO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2025: 96 shares worth $4.24K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in RWO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in RWO in Q3 2024 and has held it in 3 quarters since. The position peaked at $8.66K in Q3 2024. 217 funds tracked by Wall St. Rank hold RWO as of Q2 2025.

Legacy Investment Solutions held 96 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $4.24K as of Q2 2025.
State Street SPDR Dow Jones Global Real Estate ETF was a new Legacy Investment Solutions position in Q2 2025.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #418 holding.
Legacy Investment Solutions first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2024 and has held it in 3 quarters since.
Legacy Investment Solutions's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $8.66K in Q3 2024.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.