LRI Investments’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

LRI Investments’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	$8.05K	Hold	162	–	–	﹤0.01%	1021
2026 Q1	$7.42K	Hold	162	–	–	﹤0.01%	969
2025 Q4	$7.29K	Hold	162	–	–	﹤0.01%	953
2025 Q3	$7.42K	Buy	162 +54	+50%	+$2.42K	﹤0.01%	941
2025 Q2	$4.77K	Hold	108	–	–	﹤0.01%	1031
2025 Q1	$4.71K	Hold	108	–	–	﹤0.01%	964
2024 Q4	$4.63K	Hold	108	–	–	﹤0.01%	955
2024 Q3	$4.86K	Hold	108	–	–	﹤0.01%	942
2024 Q2	$4.49K	Hold	108	–	–	﹤0.01%	925
2024 Q1	$4.63K	Buy	+108	New	+$4.56K	﹤0.01%	644

Other funds holding RWO

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

LRI Investments's RWO Position: Q2 2026 in Review

LRI Investments held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 162 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

LRI Investments first reported a position in RWO in Q1 2024 and has held it in 10 quarters since. 89 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

LRI Investments held 162 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $8.05K as of Q2 2026.
LRI Investments left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1021 holding.
LRI Investments first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
89 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.