Optima Capital’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Optima Capital’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	-143	Closed	-$6.44K	–	1062
2025 Q4	$6.44K	Buy	+143	New	+$6.5K	﹤0.01%	583

Other funds holding RWO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Optima Capital's RWO Position: Q1 2026 in Review

Optima Capital sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2026, closing a stake of 143 shares — an estimated $6.44K sold.

Optima Capital first reported a position in RWO in Q4 2025 and held it in 1 quarter. The position peaked at $6.44K in Q4 2025. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

Optima Capital reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 143 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $6.44K.
Optima Capital first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $6.44K in Q4 2025.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.