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Mowery & Schoenfeld Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		– Sell
-696
Closed -$31.3K – 464
2025
Q4 		$31.3K Buy
+696
New +$31.7K 0.05% 170

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's RWO Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2026, closing a stake of 696 shares — an estimated $31.3K sold.

Mowery & Schoenfeld Wealth Management first reported a position in RWO in Q4 2025 and held it in 1 quarter. The position peaked at $31.3K in Q4 2025. 209 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 696 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $31.3K.
  • Mowery & Schoenfeld Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $31.3K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.