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

Medallion Wealth 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	$88.4K	Sell	1,932 -13	-0.7%	-$614	0.03%	380
2025 Q4	$87.6K	Buy	1,945 +17	+0.9%	+$773	0.03%	374
2025 Q3	$88.2K	Sell	1,928 -51	-3%	-$2.29K	0.03%	370
2025 Q2	$88.1K	Buy	1,979 +28	+1%	+$1.22K	0.03%	368
2025 Q1	$85.3K	Sell	1,951 -11	-0.6%	-$480	0.04%	335
2024 Q4	$84.2K	Buy	+1,962	New	+$89.1K	0.04%	328

Other funds holding RWO

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Medallion Wealth Advisors's RWO Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.67% in Q1 2026, selling an estimated $614 and leaving 1,932 shares worth $88.4K. The position accounts for 0.03% of the portfolio, ranked #380.

Medallion Wealth Advisors first reported a position in RWO in Q4 2024 and has held it in 6 quarters since. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

Medallion Wealth Advisors held 1,932 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $88.4K as of Q1 2026.
Medallion Wealth Advisors sold 13 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $614.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #380 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.