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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
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
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

Lifeworks Advisors's RWO Position: Q1 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1.6% in Q1 2026, selling an estimated $4.21K and leaving 5,485 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #269.

Lifeworks Advisors first reported a position in RWO in Q3 2024 and has held it in 7 quarters since. The position peaked at $338K in Q3 2024. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

  • Lifeworks Advisors held 5,485 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $251K as of Q1 2026.
  • Lifeworks Advisors sold 89 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $4.21K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Lifeworks Advisors's portfolio in Q1 2026, its #269 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 7 quarters since.
  • Lifeworks Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $338K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.