SageView Advisory Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

SageView Advisory Group’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	$460K	Buy	9,255 +493	+6%	+$24.2K	0.02%	382
2026 Q1	$401K	Buy	8,762 +105	+1%	+$4.96K	0.01%	398
2025 Q4	$390K	Buy	8,657 +464	+6%	+$21.1K	0.01%	411
2025 Q3	$375K	Buy	8,193 +996	+14%	+$44.6K	0.01%	450
2025 Q2	$317K	Buy	7,197 +732	+11%	+$31.9K	0.01%	478
2025 Q1	$282K	Buy	6,465 +1,311	+25%	+$57.2K	0.01%	487
2024 Q4	$221K	Buy	+5,154	New	+$234K	0.01%	545

Other funds holding RWO

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 New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's RWO Position: Q2 2026 in Review

SageView Advisory Group increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 5.6% in Q2 2026, buying an estimated $24.2K and bringing the position to 9,255 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #382.

SageView Advisory Group first reported a position in RWO in Q4 2024 and has held it in 7 quarters since. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

SageView Advisory Group held 9,255 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $460K as of Q2 2026.
SageView Advisory Group bought 493 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $24.2K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #382 holding.
SageView Advisory Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.