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Pinnacle Wealth Planning Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.94K Hold
200
– – ﹤0.01% 2066
2026
Q1 		$9.15K Buy
+200
New +$9.45K ﹤0.01% 2035

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

Pinnacle Wealth Planning Services's RWO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 200 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Pinnacle Wealth Planning Services first reported a position in RWO in Q1 2026 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 200 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $9.94K as of Q2 2026.
  • Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2066 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2026 and has held it in 2 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 Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.