LPL Financial
RWO icon

LPL Financial’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

LPL Financial’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 		$10.4M Buy
228,041
+16,788
+8% +$793K ﹤0.01% 1964
2025
Q4 		$9.51M Buy
211,253
+3,107
+1% +$141K ﹤0.01% 1974
2025
Q3 		$9.53M Buy
208,146
+24,404
+13% +$1.09M ﹤0.01% 1909
2025
Q2 		$8.11M Sell
183,742
-91
-0% -$3.96K ﹤0.01% 1909
2025
Q1 		$8.02M Sell
183,833
-56,357
-23% -$2.46M ﹤0.01% 1769
2024
Q4 		$10.3M Buy
240,190
+23,245
+11% +$1.06M ﹤0.01% 1528
2024
Q3 		$10.3M Sell
216,945
-17,406
-7% -$785K ﹤0.01% 1443
2024
Q2 		$9.73M Buy
234,351
+3,450
+1% +$142K ﹤0.01% 1401
2024
Q1 		$9.89M Buy
230,901
+20,976
+10% +$886K 0.01% 1337
2023
Q4 		$9.18M Buy
209,925
+725
+0.3% +$28.6K 0.01% 1307
2023
Q3 		$7.99M Buy
209,200
+3,696
+2% +$152K 0.01% 1303
2023
Q2 		$8.44M Sell
205,504
-8,935
-4% -$366K 0.01% 1229
2023
Q1 		$8.83M Buy
214,439
+4,043
+2% +$172K 0.01% 1168
2022
Q4 		$8.61M Buy
210,396
+7,039
+3% +$285K 0.01% 1112
2022
Q3 		$7.87M Sell
203,357
-1,291
-0.6% -$57.8K 0.01% 1086
2022
Q2 		$9.03M Sell
204,648
-7,097
-3% -$348K 0.01% 1020
2022
Q1 		$11.4M Sell
211,745
-16,396
-7% -$868K 0.01% 922
2021
Q4 		$12.9M Buy
228,141
+30,842
+16% +$1.68M 0.01% 868
2021
Q3 		$10.1M Buy
197,299
+8,247
+4% +$440K 0.01% 963
2021
Q2 		$9.73M Buy
189,052
+8,933
+5% +$453K 0.01% 918
2021
Q1 		$8.51M Sell
180,119
-60,302
-25% -$2.75M 0.01% 917
2020
Q4 		$10.7M Sell
240,421
-72,663
-23% -$3.07M 0.01% 721
2020
Q3 		$12.4M Buy
313,084
+61,110
+24% +$2.44M 0.02% 559
2020
Q2 		$9.84M Sell
251,974
-2,768
-1% -$106K 0.02% 592
2020
Q1 		$9.17M Buy
254,742
+8,748
+4% +$416K 0.02% 526
2019
Q4 		$12.7M Buy
245,994
+4,379
+2% +$228K 0.02% 500
2019
Q3 		$12.5M Buy
241,615
+408
+0.2% +$20.7K 0.03% 461
2019
Q2 		$12M Sell
241,207
-11,480
-5% -$574K 0.03% 460
2019
Q1 		$12.6M Sell
252,687
-5,627
-2% -$271K 0.03% 431
2018
Q4 		$11.4M Sell
258,314
-21,214
-8% -$982K 0.03% 409
2018
Q3 		$13.3M Buy
279,528
+2,569
+0.9% +$124K 0.03% 399
2018
Q2 		$13.3M Buy
276,959
+2,598
+0.9% +$122K 0.04% 377
2018
Q1 		$12.7M Sell
274,361
-27,479
-9% -$1.28M 0.03% 385
2017
Q4 		$14.8M Sell
301,840
-24,996
-8% -$1.21M 0.04% 318
2017
Q3 		$15.6M Sell
326,836
-30,076
-8% -$1.44M 0.06% 274
2017
Q2 		$17M Sell
356,912
-12,950
-4% -$621K 0.06% 240
2017
Q1 		$17.5M Sell
369,862
-826,488
-69% -$39M 0.12% 144
2016
Q4 		$56.1M Buy
1,196,350
+1,190,991
+22,224% +$55.3M 0.43% 38
2016
Q3 		$267K Sell
5,359
-1,111,614
-100% -$56.6M ﹤0.01% 2212
2016
Q2 		$56.1M Sell
1,116,973
-912,968
-45% -$44.7M 0.47% 37
2016
Q1 		$98M Buy
2,029,941
+54,652
+3% +$2.49M 0.27% 79
2015
Q4 		$92.4M Buy
1,975,289
+1,056,033
+115% +$49.6M 0.26% 84
2015
Q3 		$42.9M Buy
919,256
+42,676
+5% +$1.97M 0.24% 91
2015
Q2 		$40.6M Buy
876,580
+79,439
+10% +$3.84M 0.21% 97
2015
Q1 		$39.7M Buy
797,141
+110,950
+16% +$5.54M 0.2% 98
2014
Q4 		$32.8M Buy
686,191
+64,829
+10% +$3.03M 0.18% 118
2014
Q3 		$27.4M Buy
621,362
+2,407
+0.4% +$112K 0.16% 136
2014
Q2 		$28.9M Buy
618,955
+5,840
+1% +$267K 0.17% 130
2014
Q1 		$26.8M Buy
613,115
+42,372
+7% +$1.8M 0.16% 132
2013
Q4 		$23.7M Sell
570,743
-112,343
-16% -$4.77M 0.15% 141
2013
Q3 		$29.6M Buy
683,086
+110,739
+19% +$4.68M 0.2% 106
2013
Q2 		$24.1M Buy
+572,347
New +$25.9M 0.17% 113

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

LPL Financial's RWO Position: Q1 2026 in Review

LPL Financial increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 7.9% in Q1 2026, buying an estimated $793K and bringing the position to 228,041 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

LPL Financial first reported a position in RWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $98M in Q1 2016. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

  • LPL Financial held 228,041 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $10.4M as of Q1 2026.
  • LPL Financial bought 16,788 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $793K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1964 holding.
  • LPL Financial first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $98M in Q1 2016.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.