Lifeworks Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Lifeworks Advisors’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	$266K	Sell	5,360 -125	-2%	-$6.13K	0.03%	288
2026 Q1	$251K	Sell	5,485 -89	-2%	-$4.21K	0.03%	269
2025 Q4	$251K	Sell	5,574 -14	-0.3%	-$637	0.03%	290
2025 Q3	$256K	Sell	5,588 -16	-0.3%	-$717	0.03%	283
2025 Q2	$247K	Sell	5,604 -40	-0.7%	-$1.74K	0.04%	278
2025 Q1	$246K	Sell	5,644 -806	-12%	-$35.2K	0.04%	271
2024 Q4	$277K	Sell	6,450 -656	-9%	-$29.8K	0.05%	249
2024 Q3	$338K	Buy	+7,106	New	+$321K	0.07%	212

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

Lifeworks Advisors's RWO Position: Q2 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 2.3% in Q2 2026, selling an estimated $6.13K and leaving 5,360 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #288.

Lifeworks Advisors first reported a position in RWO in Q3 2024 and has held it in 8 quarters since. The position peaked at $338K in Q3 2024. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Lifeworks Advisors held 5,360 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $266K as of Q2 2026.
Lifeworks Advisors sold 125 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $6.13K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #288 holding.
Lifeworks Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
Lifeworks Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $338K in Q3 2024.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.