Longview Asset Management (California)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Longview Asset Management (California)’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	$4.03K	Hold	81	–	–	﹤0.01%	136
2026 Q1	$3.71K	Sell	81 -126	-61%	-$5.96K	﹤0.01%	139
2025 Q4	$9.32K	Hold	207	–	–	0.01%	138
2025 Q3	$9.47K	Hold	207	–	–	0.01%	132
2025 Q2	$9.14K	Hold	207	–	–	0.01%	120
2025 Q1	$9.03K	Sell	207 -38	-16%	-$1.66K	0.01%	124
2024 Q4	$10.5K	Buy	+245	New	+$11.1K	0.01%	126

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Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

WLTH Capital Management Chandler, Arizona $156M AUM

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return