Legacy Wealth Management (Idaho)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-96	Closed	-$4.39K	–	788
2026 Q1	$4.39K	Hold	96	–	–	﹤0.01%	642
2025 Q4	$4.32K	Hold	96	–	–	﹤0.01%	557
2025 Q3	$4.39K	Hold	96	–	–	﹤0.01%	449
2025 Q2	$4.24K	Hold	96	–	–	﹤0.01%	418
2025 Q1	$4.19K	Hold	96	–	–	﹤0.01%	439
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 $3.38T AUM 44.17% 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 22.9% 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

Legacy Wealth Management (Idaho)'s RWO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2026, closing a stake of 96 shares — an estimated $4.39K sold.

Legacy Wealth Management (Idaho) first reported a position in RWO in Q3 2024 and held it in 7 quarters. The position peaked at $8.66K in Q3 2024. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 96 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $4.39K.
Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s State Street SPDR Dow Jones Global Real Estate ETF position peaked at $8.66K in Q3 2024.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.