N.E.W. Advisory Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

N.E.W. Advisory Services’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	$177K	Sell	3,570 -65	-2%	-$3.19K	0.01%	234
2026 Q1	$166K	Sell	3,635 -270	-7%	-$12.8K	0.01%	230
2025 Q4	$176K	Sell	3,905 -476	-11%	-$21.7K	0.01%	216
2025 Q3	$201K	Sell	4,381 -66	-1%	-$2.96K	0.02%	186
2025 Q2	$196K	Sell	4,447 -14	-0.3%	-$609	0.02%	187
2025 Q1	$195K	Buy	+4,461	New	+$195K	0.01%	206
2024 Q4	–	Sell	-4,631	Closed	-$220K	–	195
2024 Q3	$220K	Sell	4,631 -471	-9%	-$21.3K	0.02%	177
2024 Q2	$212K	Sell	5,102 -239	-4%	-$9.85K	0.02%	170
2024 Q1	$229K	Sell	5,341 -234	-4%	-$9.88K	0.03%	157
2023 Q4	$244K	Sell	5,575 -399	-7%	-$15.8K	0.03%	147
2023 Q3	$228K	Buy	5,974 +8	+0.1%	+$328	0.03%	141
2023 Q2	$245K	Sell	5,966 -63	-1%	-$2.58K	0.03%	120
2023 Q1	$248K	Sell	6,029 -342	-5%	-$14.5K	0.04%	115
2022 Q4	$261K	Buy	6,371 +45	+0.7%	+$1.82K	0.04%	111
2022 Q3	$245K	Sell	6,326 -85	-1%	-$3.81K	0.04%	114
2022 Q2	$283K	Sell	6,411 -7,096	-53%	-$348K	0.05%	105
2022 Q1	$644K	Buy	13,507 +5,161	+62%	+$273K	0.12%	71
2021 Q4	$472K	Sell	8,346 -1,333	-14%	-$72.5K	0.07%	86
2021 Q3	$494K	Sell	9,679 -1,362	-12%	-$72.6K	0.08%	82
2021 Q2	$570K	Sell	11,041 -2,147	-16%	-$109K	0.1%	76
2021 Q1	$635K	Sell	13,188 -2,359	-15%	-$108K	0.12%	73
2020 Q4	$690K	Sell	15,547 -4,365	-22%	-$184K	0.15%	67
2020 Q3	$782K	Sell	19,912 -3,833	-16%	-$153K	0.22%	46
2020 Q2	$927K	Buy	+23,745	New	+$907K	0.29%	40
2019 Q4	$1.37M	Buy	+26,719	New	+$1.39M	0.45%	35

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

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

N.E.W. Advisory Services's RWO Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1.8% in Q2 2026, selling an estimated $3.19K and leaving 3,570 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #234.

N.E.W. Advisory Services first reported a position in RWO in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.37M in Q4 2019. 138 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

N.E.W. Advisory Services held 3,570 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $177K as of Q2 2026.
N.E.W. Advisory Services sold 65 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $3.19K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #234 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and has held it in 25 quarters since.
N.E.W. Advisory Services's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.37M in Q4 2019.
138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.