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

Physician 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	$7.51K	Hold	151	–	–	﹤0.01%	957
2026 Q1	$6.91K	Hold	151	–	–	﹤0.01%	907
2025 Q4	$6.8K	Hold	151	–	–	﹤0.01%	882
2025 Q3	$6.91K	Sell	151 -951	-86%	-$42.6K	﹤0.01%	849
2025 Q2	$48.6K	Hold	1,102	–	–	0.01%	347
2025 Q1	$48.1K	Hold	1,102	–	–	0.01%	343
2024 Q4	$47.3K	Buy	+1,102	New	+$50.1K	0.01%	354
2022 Q1	–	Sell	-6,744	Closed	-$371K	–	164
2021 Q4	$371K	Sell	6,744 -215	-3%	-$11.7K	0.1%	107
2021 Q3	$373K	Buy	6,959 +25	+0.4%	+$1.33K	0.1%	100
2021 Q2	$369K	Sell	6,934 -2,309	-25%	-$117K	0.11%	99
2021 Q1	$444K	Sell	9,243 -621	-6%	-$28.4K	0.14%	85
2020 Q4	$450K	Buy	9,864 +113	+1%	+$4.77K	0.15%	83
2020 Q3	$380K	Buy	9,751 +355	+4%	+$14.2K	0.15%	85
2020 Q2	$385K	Buy	9,396 +510	+6%	+$19.5K	0.16%	81
2020 Q1	$324K	Sell	8,886 -2,357	-21%	-$112K	0.16%	78
2019 Q4	$580K	Sell	11,243 -337	-3%	-$17.5K	0.26%	54
2019 Q3	$600K	Buy	+11,580	New	+$588K	0.29%	53

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

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

Physician Wealth Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 151 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Physician Wealth Advisors first reported a position in RWO in Q3 2019 and has held it in 17 quarters since. The position peaked at $600K in Q3 2019. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Physician Wealth Advisors held 151 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $7.51K as of Q2 2026.
Physician Wealth Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #957 holding.
Physician Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2019 and has held it in 17 quarters since.
Physician Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $600K in Q3 2019.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.