SimplyRich’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

SimplyRich’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	$1.16M	Hold	23,237	–	–	0.27%	88
2026 Q1	$1.06M	Hold	23,237	–	–	0.27%	81
2025 Q4	$1.05M	Hold	23,237	–	–	0.27%	79
2025 Q3	$1.06M	Hold	23,237	–	–	0.29%	80
2025 Q2	$1.02M	Hold	23,237	–	–	0.29%	84
2025 Q1	$1.01M	Hold	23,237	–	–	0.29%	80
2024 Q4	$996K	Hold	23,237	–	–	0.28%	82
2024 Q3	$1.1M	Hold	23,237	–	–	0.31%	81
2024 Q2	$965K	Hold	23,237	–	–	0.31%	77
2024 Q1	$996K	Hold	23,237	–	–	0.32%	78
2023 Q4	$1.02M	Buy	+23,237	New	+$918K	0.35%	75
2023 Q3	–	Sell	-23,237	Closed	-$954K	–	158
2023 Q2	$954K	Hold	23,237	–	–	0.34%	80
2023 Q1	$956K	Hold	23,237	–	–	0.36%	74
2022 Q4	$950K	Hold	23,237	–	–	0.38%	72
2022 Q3	$899K	Hold	23,237	–	–	0.4%	64
2022 Q2	$1.02M	Hold	23,237	–	–	0.43%	59
2022 Q1	$1.25M	Hold	23,237	–	–	0.44%	59
2021 Q4	$1.31M	Hold	23,237	–	–	0.44%	55
2021 Q3	$1.19M	Buy	+23,237	New	+$1.24M	0.43%	60
2021 Q2	–	Sell	-23,237	Closed	-$1.1M	–	174
2021 Q1	$1.1M	Hold	23,237	–	–	0.44%	62
2020 Q4	$1.03M	Hold	23,237	–	–	0.46%	52
2020 Q3	$918K	Hold	23,237	–	–	0.46%	54
2020 Q2	$902K	Hold	23,237	–	–	0.5%	50
2020 Q1	$845K	Hold	23,237	–	–	0.56%	47
2019 Q4	$1.19M	Hold	23,237	–	–	0.6%	43
2019 Q3	$1.2M	Hold	23,237	–	–	0.66%	40
2019 Q2	$1.16M	Hold	23,237	–	–	0.64%	42
2019 Q1	$1.16M	Hold	23,237	–	–	0.95%	31
2018 Q4	$1.03M	Hold	23,237	–	–	0.94%	35
2018 Q3	$1.1M	Hold	23,237	–	–	0.6%	50
2018 Q2	$1.12M	Hold	23,237	–	–	0.64%	45
2018 Q1	$1.07M	Hold	23,237	–	–	0.6%	49
2017 Q4	$1.14M	Buy	+23,237	New	+$1.12M	0.64%	47

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

SimplyRich's RWO Position: Q2 2026 in Review

SimplyRich held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 23,237 shares worth $1.16M. The position accounts for 0.27% of the portfolio, ranked #88.

SimplyRich first reported a position in RWO in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.31M in Q4 2021. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

SimplyRich held 23,237 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.16M as of Q2 2026.
SimplyRich left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.27% of SimplyRich's portfolio in Q2 2026, its #88 holding.
SimplyRich first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and has held it in 33 quarters since.
SimplyRich's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.31M in Q4 2021.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.