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

Realta Investment 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 Q1	$3.8K	Hold	83	–	–	﹤0.01%	339
2025 Q4	$3.74K	Hold	83	–	–	﹤0.01%	325
2025 Q3	$3.8K	Hold	83	–	–	﹤0.01%	303
2025 Q2	$3.66K	Hold	83	–	–	﹤0.01%	286
2025 Q1	$3.62K	Hold	83	–	–	﹤0.01%	304
2024 Q4	$3.58K	Buy	+83	New	+$3.77K	﹤0.01%	316
2024 Q3	–	Sell	-83	Closed	-$3.45K	–	690
2024 Q2	$3.45K	Hold	83	–	–	﹤0.01%	742
2024 Q1	$3.55K	Buy	+83	New	+$3.51K	﹤0.01%	764
2023 Q4	–	Sell	-83	Closed	-$3.41K	–	723
2023 Q3	$3.41K	Hold	83	–	–	﹤0.01%	739
2023 Q2	$3.41K	Buy	+83	New	+$3.4K	﹤0.01%	789
2023 Q1	–	Sell	-83	Closed	-$3.4K	–	741
2022 Q4	$3.4K	Hold	83	–	–	﹤0.01%	790
2022 Q3	$3K	Buy	+83	New	+$3.72K	﹤0.01%	777
2020 Q1	–	Sell	-83	Closed	-$4K	–	1170
2019 Q4	$4K	Hold	83	–	–	﹤0.01%	1403
2019 Q3	$4K	Sell	83 -259	-76%	-$13.2K	﹤0.01%	1398
2019 Q2	$16K	Buy	+342	New	+$17.1K	﹤0.01%	1017

Other funds holding RWO

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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Realta Investment Advisors's RWO Position: Q1 2026 in Review

Realta Investment Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q1 2026 at 83 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Realta Investment Advisors first reported a position in RWO in Q2 2019 and has held it in 15 quarters since. The position peaked at $16K in Q2 2019. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

Realta Investment Advisors held 83 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $3.8K as of Q1 2026.
Realta Investment Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q1 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q1 2026, its #339 holding.
Realta Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2019 and has held it in 15 quarters since.
Realta Investment Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $16K in Q2 2019.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.