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

Root Financial Partners’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 		– Sell
-179
Closed -$8.19K – 2614
2026
Q1 		$8.19K Hold
179
– – ﹤0.01% 1756
2025
Q4 		$8.06K Sell
179
-158
-47% -$7.19K ﹤0.01% 1592
2025
Q3 		$15.4K Buy
+337
New +$15.1K ﹤0.01% 1247

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

Root Financial Partners's RWO Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2026, closing a stake of 179 shares — an estimated $8.19K sold.

Root Financial Partners first reported a position in RWO in Q3 2025 and held it in 3 quarters. The position peaked at $15.4K in Q3 2025. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 179 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $8.19K.
  • Root Financial Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $15.4K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.