Raymond James Financial
RWO icon

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

Raymond James 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
Q1 		$22.1M Buy
482,655
+62,363
+15% +$2.95M 0.01% 1391
2025
Q4 		$18.9M Buy
420,292
+39,486
+10% +$1.8M 0.01% 1486
2025
Q3 		$17.4M Buy
380,806
+29,793
+8% +$1.34M 0.01% 1503
2025
Q2 		$15.5M Buy
351,013
+11,421
+3% +$497K 0.01% 1547
2025
Q1 		$14.8M Buy
339,592
+9,744
+3% +$425K 0.01% 1520
2024
Q4 		$14.1M Buy
+329,848
New +$15M 0.01% 1577

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 $18.1B AUM 24.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial's RWO Position: Q1 2026 in Review

Raymond James Financial increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 15% in Q1 2026, buying an estimated $2.95M and bringing the position to 482,655 shares worth $22.1M. The position accounts for 0.01% of the portfolio, ranked #1391.

Raymond James Financial first reported a position in RWO in Q4 2024 and has held it in 6 quarters since. 208 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

  • Raymond James Financial held 482,655 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $22.1M as of Q1 2026.
  • Raymond James Financial bought 62,363 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $2.95M.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1391 holding.
  • Raymond James Financial first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.