Safe Harbor Fiduciary’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Safe Harbor Fiduciary’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	–	Sell	-176	Closed	-$7.92K	–	163
2025 Q4	$7.92K	Buy	+176	New	+$8.01K	0.01%	162
2025 Q2	$6.89K	Buy	156 +30	+24%	+$1.3K	0.01%	176
2025 Q1	$5.5K	Buy	126 +1	+0.8%	+$44	0.01%	159
2024 Q4	$5.36K	Sell	125 -1	-0.8%	-$45	0.01%	141
2024 Q3	$5.99K	Buy	+126	New	+$5.68K	0.01%	147

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

Safe Harbor Fiduciary's RWO Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2026, closing a stake of 176 shares — an estimated $7.92K sold.

Safe Harbor Fiduciary first reported a position in RWO in Q3 2024 and held it in 5 quarters. The position peaked at $7.92K in Q4 2025. 207 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

Safe Harbor Fiduciary reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 176 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $7.92K.
Safe Harbor Fiduciary first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2024 and held it in 5 quarters.
Safe Harbor Fiduciary's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $7.92K in Q4 2025.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.