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

Sincerus Advisory’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 Q3	$793K	Buy	17,081 +8,520	+100%	+$425K	0.52%	39
2026 Q2	$426K	Buy	8,561 +2,138	+33%	+$105K	0.29%	56
2026 Q1	$294K	Buy	6,423 +397	+7%	+$18.8K	0.22%	61
2025 Q4	$271K	Buy	6,026 +1,525	+34%	+$69.4K	0.22%	58
2025 Q3	$206K	Buy	+4,501	New	+$202K	0.18%	67

Other funds holding RWO

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sincerus Advisory's RWO Position: Q3 2026 in Review

Sincerus Advisory increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 100% in Q3 2026, buying an estimated $425K and bringing the position to 17,081 shares worth $793K. The position accounts for 0.52% of the portfolio, ranked #39.

Sincerus Advisory first reported a position in RWO in Q3 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold RWO as of Q3 2026.

Sincerus Advisory held 17,081 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $793K as of Q3 2026.
Sincerus Advisory bought 8,520 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2026, an estimated $425K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.52% of Sincerus Advisory's portfolio in Q3 2026, its #39 holding.
Sincerus Advisory first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2025 and has held it in 5 quarters since.
8 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.