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

ORBA 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	$955K	Buy	19,203 +3,996	+26%	+$196K	0.82%	36
2026 Q1	$696K	Sell	15,207 -3,277	-18%	-$155K	0.83%	37
2025 Q4	$832K	Buy	18,484 +1,614	+10%	+$73.4K	0.72%	37
2025 Q3	$772K	Sell	16,870 -5	-0%	-$224	0.64%	36
2025 Q2	$745K	Sell	16,875 -12,366	-42%	-$538K	0.68%	37
2025 Q1	$1.28M	Buy	29,241 +6,670	+30%	+$291K	0.64%	39
2024 Q4	$968K	Sell	22,571 -412	-2%	-$18.7K	0.51%	42
2024 Q3	$1.09M	Sell	22,983 -160	-0.7%	-$7.22K	0.55%	42
2024 Q2	$961K	Sell	23,143 -239	-1%	-$9.85K	0.5%	40
2024 Q1	$1M	Buy	23,382 +107	+0.5%	+$4.52K	0.55%	40
2023 Q4	$1.02M	Buy	+23,275	New	+$919K	0.61%	36

Other funds holding RWO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ORBA Wealth Advisors's RWO Position: Q2 2026 in Review

ORBA Wealth Advisors increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 26% in Q2 2026, buying an estimated $196K and bringing the position to 19,203 shares worth $955K. The position accounts for 0.82% of the portfolio, ranked #36.

ORBA Wealth Advisors first reported a position in RWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q1 2025. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

ORBA Wealth Advisors held 19,203 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $955K as of Q2 2026.
ORBA Wealth Advisors bought 3,996 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $196K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.82% of ORBA Wealth Advisors's portfolio in Q2 2026, its #36 holding.
ORBA Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.28M in Q1 2025.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.