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

Moss Adams 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 Q2	$2.77M	Sell	55,783 -900	-2%	-$44.1K	0.17%	42
2026 Q1	$2.59M	Sell	56,683 -6,362	-10%	-$301K	0.19%	41
2025 Q4	$2.84M	Buy	63,045 +3,784	+6%	+$172K	0.21%	37
2025 Q3	$2.71M	Sell	59,261 -322	-0.5%	-$14.4K	0.21%	39
2025 Q2	$2.63M	Sell	59,583 -15,356	-20%	-$668K	0.24%	38
2025 Q1	$3.27M	Buy	74,939 +28,216	+60%	+$1.23M	0.34%	27
2024 Q4	$2M	Buy	46,723 +1,506	+3%	+$68.4K	0.21%	38
2024 Q3	$2.15M	Buy	45,217 +2,624	+6%	+$118K	0.24%	35
2024 Q2	$1.77M	Sell	42,593 -27,989	-40%	-$1.15M	0.24%	36
2024 Q1	$3.02M	Buy	70,582 +1,123	+2%	+$47.4K	0.49%	24
2023 Q4	$3.04M	Buy	69,459 +49,226	+243%	+$1.94M	0.63%	19
2023 Q3	$773K	Sell	20,233 -48,513	-71%	-$1.99M	0.26%	30
2023 Q2	$2.82M	Buy	68,746 +57,979	+538%	+$2.37M	0.92%	14
2023 Q1	$443K	Sell	10,767 -7,771	-42%	-$330K	0.15%	47
2022 Q4	$758K	Buy	+18,538	New	+$751K	0.38%	43

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 $43.3B AUM 29.3% 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

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

Moss Adams Wealth Advisors's RWO Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1.6% in Q2 2026, selling an estimated $44.1K and leaving 55,783 shares worth $2.77M. The position accounts for 0.17% of the portfolio, ranked #42.

Moss Adams Wealth Advisors first reported a position in RWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.27M in Q1 2025. 66 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Moss Adams Wealth Advisors held 55,783 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $2.77M as of Q2 2026.
Moss Adams Wealth Advisors sold 900 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $44.1K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.17% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Moss Adams Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $3.27M in Q1 2025.
66 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.