Sound Income Strategies’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Sound Income Strategies’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	–	Sell	-34	Closed	-$1.57K	–	2019
2026 Q1	$1.57K	Hold	34	–	–	﹤0.01%	2206
2025 Q4	$1.6K	Hold	34	–	–	﹤0.01%	2192
2025 Q3	$1.52K	Hold	34	–	–	﹤0.01%	1389
2025 Q2	$1.5K	Hold	34	–	–	﹤0.01%	1307
2025 Q1	$1.48K	Hold	34	–	–	﹤0.01%	1285
2024 Q4	$1.46K	Hold	34	–	–	﹤0.01%	1224
2024 Q3	$1.62K	Hold	34	–	–	﹤0.01%	1170
2024 Q2	$1.41K	Sell	34 -29	-46%	-$1.2K	﹤0.01%	1155
2024 Q1	$2.7K	Buy	63 +29	+85%	+$1.23K	﹤0.01%	1001
2023 Q4	$1.49K	Hold	34	–	–	﹤0.01%	1117
2023 Q3	$1.3K	Hold	34	–	–	﹤0.01%	970
2023 Q2	$1.4K	Hold	34	–	–	﹤0.01%	929
2023 Q1	$1.4K	Hold	34	–	–	﹤0.01%	894
2022 Q4	$1.39K	Hold	34	–	–	﹤0.01%	817
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	829
2022 Q2	$2K	Sell	34 -33	-49%	-$1.62K	﹤0.01%	747
2022 Q1	$4K	Buy	+67	New	+$3.54K	﹤0.01%	638
2020 Q2	–	Sell	-370	Closed	-$13K	–	862
2020 Q1	$13K	Buy	370 +48	+15%	+$2.28K	﹤0.01%	307
2019 Q4	$17K	Buy	+322	New	+$16.8K	﹤0.01%	255
2018 Q4	–	Sell	-13	Closed	-$1K	–	775
2018 Q3	$1K	Buy	+13	New	+$629	﹤0.01%	639

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

Sound Income Strategies's RWO Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2026, closing a stake of 34 shares — an estimated $1.57K sold.

Sound Income Strategies first reported a position in RWO in Q3 2018 and held it in 20 quarters. The position peaked at $17K in Q4 2019. 164 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Sound Income Strategies reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 34 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $1.57K.
Sound Income Strategies first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2018 and held it in 20 quarters.
Sound Income Strategies's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $17K in Q4 2019.
164 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.