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

MPS Loria Financial Planners’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 		$621K Buy
12,493
+708
+6% +$34.7K 0.14% 43
2026
Q1 		$539K Buy
11,785
+254
+2% +$12K 0.14% 43
2025
Q4 		$519K Buy
11,531
+446
+4% +$20.3K 0.13% 45
2025
Q3 		$507K Buy
11,085
+261
+2% +$11.7K 0.13% 47
2025
Q2 		$478K Buy
10,824
+88
+0.8% +$3.83K 0.14% 47
2025
Q1 		$469K Buy
10,736
+72
+0.7% +$3.14K 0.14% 44
2024
Q4 		$457K Buy
10,664
+301
+3% +$13.7K 0.14% 44
2024
Q3 		$493K Sell
10,363
-30
-0.3% -$1.35K 0.15% 41
2024
Q2 		$432K Sell
10,393
-17
-0.2% -$701 0.14% 44
2024
Q1 		$446K Sell
10,410
-1,875
-15% -$79.2K 0.15% 42
2023
Q4 		$537K Buy
12,285
+301
+3% +$11.9K 0.19% 37
2023
Q3 		$458K Buy
11,984
+319
+3% +$13.1K 0.18% 39
2023
Q2 		$479K Sell
11,665
-116
-1% -$4.75K 0.18% 40
2023
Q1 		$485K Buy
11,781
+2,341
+25% +$99.4K 0.2% 38
2022
Q4 		$386K Buy
9,440
+989
+12% +$40.1K 0.17% 44
2022
Q3 		$327K Sell
8,451
-40
-0.5% -$1.79K 0.13% 50
2022
Q2 		$374K Sell
8,491
-244
-3% -$12K 0.17% 46
2022
Q1 		$471K Sell
8,735
-6,451
-42% -$341K 0.2% 44
2021
Q4 		$858K Sell
15,186
-17
-0.1% -$924 0.35% 24
2021
Q3 		$776K Sell
15,203
-569
-4% -$30.3K 0.36% 25
2021
Q2 		$812K Sell
15,772
-364
-2% -$18.5K 0.37% 24
2021
Q1 		$761K Sell
16,136
-482
-3% -$22K 0.35% 27
2020
Q4 		$720K Sell
16,618
-168
-1% -$7.09K 0.32% 29
2020
Q3 		$663K Buy
16,786
+260
+2% +$10.4K 0.34% 26
2020
Q2 		$645K Buy
16,526
+2,553
+18% +$97.5K 0.35% 26
2020
Q1 		$503K Buy
13,973
+825
+6% +$39.2K 0.39% 25
2019
Q4 		$677K Sell
13,148
-472
-3% -$24.6K 0.4% 27
2019
Q3 		$706K Sell
13,620
-958
-7% -$48.6K 0.46% 24
2019
Q2 		$727K Buy
14,578
+411
+3% +$20.5K 0.46% 25
2019
Q1 		$709K Buy
14,167
+2,791
+25% +$135K 0.47% 26
2018
Q4 		$503K Sell
11,376
-537
-5% -$24.9K 0.36% 32
2018
Q3 		$568K Sell
11,913
-56
-0.5% -$2.71K 0.36% 30
2018
Q2 		$576K Sell
11,969
-597
-5% -$28.1K 0.58% 25
2018
Q1 		$581K Buy
12,566
+976
+8% +$45.5K 0.41% 26
2017
Q4 		$567K Sell
11,590
-168
-1% -$8.11K 0.39% 29
2017
Q3 		$562K Buy
11,758
+243
+2% +$11.7K 0.4% 28
2017
Q2 		$552K Buy
+11,515
New +$552K 0.37% 29

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MPS Loria Financial Planners's RWO Position: Q2 2026 in Review

MPS Loria Financial Planners increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 6% in Q2 2026, buying an estimated $34.7K and bringing the position to 12,493 shares worth $621K. The position accounts for 0.14% of the portfolio, ranked #43.

MPS Loria Financial Planners first reported a position in RWO in Q2 2017 and has held it in 37 quarters since. The position peaked at $858K in Q4 2021. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • MPS Loria Financial Planners held 12,493 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $621K as of Q2 2026.
  • MPS Loria Financial Planners bought 708 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $34.7K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.14% of MPS Loria Financial Planners's portfolio in Q2 2026, its #43 holding.
  • MPS Loria Financial Planners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2017 and has held it in 37 quarters since.
  • MPS Loria Financial Planners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $858K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.