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Sowell Financial Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Sowell Financial Services’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 		$271K Buy
5,445
+273
+5% +$13.4K 0.01% 922
2026
Q1 		$237K Buy
5,172
+304
+6% +$14.4K 0.01% 940
2025
Q4 		$219K Buy
4,868
+150
+3% +$6.82K 0.01% 986
2025
Q3 		$216K Buy
+4,718
New +$211K 0.01% 974
2024
Q4 		– Sell
-10,056
Closed -$478K – 585
2024
Q3 		$478K Buy
10,056
+33
+0.3% +$1.49K 0.02% 447
2024
Q2 		$416K Sell
10,023
-244
-2% -$10.1K 0.02% 456
2024
Q1 		$440K Buy
+10,267
New +$434K 0.02% 469
2023
Q4 		– Sell
-22,166
Closed -$847K – 569
2023
Q3 		$847K Buy
22,166
+1,923
+9% +$78.9K 0.05% 327
2023
Q2 		$831K Buy
20,243
+3,634
+22% +$149K 0.05% 385
2023
Q1 		$684K Sell
16,609
-1,491
-8% -$63.3K 0.05% 373
2022
Q4 		$740K Buy
18,100
+148
+0.8% +$5.99K 0.05% 367
2022
Q3 		$695K Buy
+17,952
New +$804K 0.07% 277
2022
Q1 		– Sell
-16,051
Closed -$907K – 434
2021
Q4 		$907K Sell
16,051
-282
-2% -$15.3K 0.05% 348
2021
Q3 		$834K Sell
16,333
-17
-0.1% -$907 0.06% 321
2021
Q2 		$842K Sell
16,350
-1,046
-6% -$53K 0.06% 341
2021
Q1 		$869K Sell
17,396
-159
-0.9% -$7.26K 0.03% 454
2020
Q4 		$781K Buy
17,555
+148
+0.9% +$6.25K 0.03% 385
2020
Q3 		$688K Buy
17,407
+993
+6% +$39.7K 0.03% 384
2020
Q2 		$641K Buy
16,414
+166
+1% +$6.34K 0.04% 384
2020
Q1 		$585K Sell
16,248
-304
-2% -$14.4K 0.04% 358
2019
Q4 		$853K Buy
16,552
+1,772
+12% +$92.2K 0.07% 309
2019
Q3 		$766K Buy
+14,780
New +$751K 0.06% 303

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sowell Financial Services's RWO Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 5.3% in Q2 2026, buying an estimated $13.4K and bringing the position to 5,445 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #922.

Sowell Financial Services first reported a position in RWO in Q3 2019 and has held it in 22 quarters since. The position peaked at $907K in Q4 2021. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Sowell Financial Services held 5,445 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $271K as of Q2 2026.
  • Sowell Financial Services bought 273 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $13.4K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #922 holding.
  • Sowell Financial Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2019 and has held it in 22 quarters since.
  • Sowell Financial Services's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $907K 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 Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.