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Orin Green Financial’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Orin Green Financial’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 		$5.79M Sell
116,451
-1,362
-1% -$66.7K 2.14% 14
2026
Q1 		$5.39M Sell
117,813
-478
-0.4% -$22.6K 2.21% 14
2025
Q4 		$5.33M Buy
118,291
+1,291
+1% +$58.7K 2.13% 14
2025
Q3 		$5.36M Buy
117,000
+1,759
+2% +$78.8K 2.14% 14
2025
Q2 		$5.09M Buy
115,241
+160
+0.1% +$6.96K 2.15% 14
2025
Q1 		$4.84M Buy
+115,081
New +$5.02M 2.28% 12
2024
Q4 		– Sell
-100,647
Closed -$4.57M – 15
2024
Q3 		$4.78M Buy
100,647
+620
+0.6% +$28K 2.06% 13
2024
Q2 		$4.15M Buy
+100,027
New +$4.12M 1.91% 14
2024
Q1 		– Sell
-100,059
Closed -$4.23M – 14
2023
Q4 		$4.35M Buy
100,059
+1,825
+2% +$72.1K 2.15% 12
2023
Q3 		$3.75M Buy
98,234
+2,277
+2% +$93.4K 2.08% 14
2023
Q2 		$3.94M Buy
95,957
+980
+1% +$40.1K 2.06% 14
2023
Q1 		$3.91M Buy
94,977
+617
+0.7% +$26.2K 2.12% 15
2022
Q4 		$3.86M Sell
94,360
-3,202
-3% -$130K 2.27% 14
2022
Q3 		$3.77M Buy
97,562
+3,513
+4% +$157K 2.45% 13
2022
Q2 		$4.17M Sell
94,049
-531
-0.6% -$26K 2.61% 12
2022
Q1 		$5.11M Buy
94,580
+2,149
+2% +$114K 3.34% 10
2021
Q4 		$4.84M Sell
92,431
-2,169
-2% -$118K 3.51% 10
2021
Q3 		$4.83M Buy
94,600
+397
+0.4% +$21.2K 3.37% 10
2021
Q2 		$4.85M Buy
94,203
+949
+1% +$48.1K 3.43% 10
2021
Q1 		$4.4M Buy
93,254
+1,253
+1% +$57.2K 3.58% 9
2020
Q4 		$4.09M Buy
+92,001
New +$3.88M 3.25% 11

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

Orin Green Financial's RWO Position: Q2 2026 in Review

Orin Green Financial reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1.2% in Q2 2026, selling an estimated $66.7K and leaving 116,451 shares worth $5.79M. The position accounts for 2.14% of the portfolio, ranked #14.

Orin Green Financial first reported a position in RWO in Q4 2020 and has held it in 21 quarters since. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Orin Green Financial held 116,451 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $5.79M as of Q2 2026.
  • Orin Green Financial sold 1,362 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $66.7K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 2.14% of Orin Green Financial's portfolio in Q2 2026, its #14 holding.
  • Orin Green Financial first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2020 and has held it in 21 quarters since.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.