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Orion Portfolio Solutions’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$616K Buy
14,118
+1,649
+13% +$72K 0.01% 1312
2024
Q4 		$535K Sell
12,469
-705
-5% -$32K 0.01% 1318
2024
Q3 		$626K Sell
13,174
-414
-3% -$18.7K 0.01% 1250
2024
Q2 		$564K Buy
13,588
+2,977
+28% +$123K 0.01% 1236
2024
Q1 		$454K Sell
10,611
-4,142
-28% -$175K ﹤0.01% 1301
2023
Q4 		$642K Buy
14,753
+2,988
+25% +$118K 0.01% 1120
2023
Q3 		$449K Sell
11,765
-805
-6% -$33K 0.01% 1241
2023
Q2 		$516K Buy
12,570
+162
+1% +$6.63K 0.01% 1199
2023
Q1 		$511K Buy
12,408
+901
+8% +$38.3K 0.01% 1134
2022
Q4 		$471K Buy
11,507
+5,131
+80% +$208K 0.02% 513
2022
Q3 		$247K Buy
6,376
+478
+8% +$21.4K 0.01% 637
2022
Q2 		$260K Buy
5,898
+617
+12% +$30.2K 0.01% 590
2022
Q1 		$285K Buy
5,281
+1,134
+27% +$60K 0.01% 590
2021
Q4 		$234K Buy
+4,147
New +$226K 0.01% 645
2020
Q3 		– Sell
-11
Closed – – 1717
2020
Q2 		$0 Hold
11
– – ﹤0.01% 2426
2020
Q1 		$0 Buy
+11
New +$523 ﹤0.01% 2248

Other funds holding RWO

State Street
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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Orion Portfolio Solutions's RWO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 13% in Q1 2025, buying an estimated $72K and bringing the position to 14,118 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #1312.

Orion Portfolio Solutions first reported a position in RWO in Q1 2020 and has held it in 16 quarters since. The position peaked at $642K in Q4 2023. 209 funds tracked by Wall St. Rank hold RWO as of Q1 2025.

  • Orion Portfolio Solutions held 14,118 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $616K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,649 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2025, an estimated $72K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1312 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2020 and has held it in 16 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $642K in Q4 2023.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.