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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.1M	Buy	42,319 +3,702	+10%	+$181K	0.07%	265
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

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

Simplicity Wealth's RWO Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 9.6% in Q2 2026, buying an estimated $181K and bringing the position to 42,319 shares worth $2.1M. The position accounts for 0.07% of the portfolio, ranked #265.

Simplicity Wealth first reported a position in RWO in Q4 2023 and has held it in 10 quarters since. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Simplicity Wealth held 42,319 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $2.1M as of Q2 2026.
Simplicity Wealth bought 3,702 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $181K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #265 holding.
Simplicity Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2023 and has held it in 10 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 Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.