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 Q3	$8.31K	Buy	+179	New	+$8.93K	﹤0.01%	2010
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 Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Quent Capital New York $1.68B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Root Financial Partners's RWO Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2026: 179 shares worth $8.31K. The stake represents ﹤0.01% of the portfolio and ranks #2010 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RWO as recently as Q1 2026.

Root Financial Partners first reported a position in RWO in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.4K in Q3 2025. 182 funds tracked by Wall St. Rank hold RWO as of Q3 2026.

Root Financial Partners held 179 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $8.31K as of Q3 2026.
State Street SPDR Dow Jones Global Real Estate ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2010 holding.
Root Financial Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $15.4K in Q3 2025.
182 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.