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

New England Private 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 		$1.31M Buy
26,372
+231
+0.9% +$11.3K 0.13% 104
2026
Q1 		$1.2M Buy
26,141
+133
+0.5% +$6.29K 0.14% 100
2025
Q4 		$1.17M Buy
26,008
+278
+1% +$12.6K 0.15% 95
2025
Q3 		$1.18M Buy
+25,730
New +$1.15M 0.16% 93
2021
Q2 		– Sell
-30,379
Closed -$1.43M – 106
2021
Q1 		$1.43M Buy
30,379
+122
+0.4% +$5.57K 0.25% 52
2020
Q4 		$1.34M Buy
30,257
+350
+1% +$14.8K 0.29% 47
2020
Q3 		$1.18M Buy
29,907
+254
+0.9% +$10.2K 0.3% 47
2020
Q2 		$1.16M Buy
29,653
+245
+0.8% +$9.36K 0.32% 43
2020
Q1 		$1.06M Sell
29,408
-2,918
-9% -$139K 0.36% 42
2019
Q4 		$1.67M Buy
32,326
+510
+2% +$26.5K 0.43% 42
2019
Q3 		$1.65M Buy
31,816
+261
+0.8% +$13.3K 0.4% 41
2019
Q2 		$1.57M Buy
31,555
+292
+0.9% +$14.6K 0.38% 45
2019
Q1 		$1.56M Buy
31,263
+491
+2% +$23.7K 0.41% 43
2018
Q4 		$1.36M Buy
30,772
+312
+1% +$14.4K 0.4% 46
2018
Q3 		$1.45M Hold
30,460
– – 0.39% 47
2018
Q2 		$1.47M Buy
30,460
+324
+1% +$15.3K 0.41% 47
2018
Q1 		$1.39M Buy
30,136
+160
+0.5% +$7.46K 0.39% 49
2017
Q4 		$1.47M Buy
29,976
+322
+1% +$15.5K 0.41% 47
2017
Q3 		$1.42M Buy
29,654
+243
+0.8% +$11.7K 0.42% 44
2017
Q2 		$1.4M Buy
29,411
+252
+0.9% +$12.1K 0.43% 45
2017
Q1 		$1.37M Sell
29,159
-915
-3% -$43.2K 0.44% 45
2016
Q4 		$1.41M Sell
30,074
-1,929
-6% -$89.6K 0.49% 43
2016
Q3 		$1.59M Buy
32,003
+219
+0.7% +$11.1K 0.57% 38
2016
Q2 		$1.6M Buy
31,784
+422
+1% +$20.7K 0.61% 38
2016
Q1 		$1.54M Hold
31,362
– – 0.63% 37
2015
Q4 		$1.47M Buy
31,362
+5,396
+21% +$253K 0.58% 39
2015
Q3 		$1.17M Buy
25,966
+199
+0.8% +$9.18K 0.5% 42
2015
Q2 		$1.18M Buy
25,767
+6,863
+36% +$332K 0.45% 41
2015
Q1 		$939K Hold
18,904
– – 0.37% 42
2014
Q4 		$902K Hold
18,904
– – 0.36% 48
2014
Q3 		$838K Buy
18,904
+8,764
+86% +$409K 0.34% 49
2014
Q2 		$473K Hold
10,140
– – 0.19% 66
2014
Q1 		$443K Hold
10,140
– – 0.19% 63
2013
Q4 		$421K Buy
+10,140
New +$430K 0.19% 61

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

New England Private Wealth Advisors's RWO Position: Q2 2026 in Review

New England Private Wealth Advisors increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.88% in Q2 2026, buying an estimated $11.3K and bringing the position to 26,372 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #104.

New England Private Wealth Advisors first reported a position in RWO in Q4 2013 and has held it in 34 quarters since. The position peaked at $1.67M in Q4 2019. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • New England Private Wealth Advisors held 26,372 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.31M as of Q2 2026.
  • New England Private Wealth Advisors bought 231 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $11.3K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.13% of New England Private Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • New England Private Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2013 and has held it in 34 quarters since.
  • New England Private Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.67M in Q4 2019.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.