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SW
Simplicity Wealth’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
Simplicity Wealth’s Portfolio
RWO Stock Details
RWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.77M
Buy
38,617
+8,326
+27%
+$393K
0.1%
199
2025
Q4
$1.36M
Buy
30,291
+5,085
+20%
+$231K
0.08%
234
2025
Q3
$1.15M
Sell
25,206
-12,560
-33%
-$563K
0.07%
266
2025
Q2
$1.67M
Buy
+37,766
New
+$1.64M
0.07%
238
2025
Q1
–
Sell
-13,193
Closed
-$566K
–
598
2024
Q4
$566K
Sell
13,193
-1,613
-11%
-$73.3K
0.12%
147
2024
Q3
$704K
Sell
14,806
-12,402
-46%
-$560K
0.07%
240
2024
Q2
$1.13M
Buy
27,208
+9,349
+52%
+$385K
0.03%
495
2024
Q1
$765K
Buy
17,859
+12,718
+247%
+$537K
0.02%
596
2023
Q4
$225K
Buy
+5,141
New
+$203K
0.09%
164
Other funds holding RWO
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Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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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
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
QC
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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