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

Steward Partners Investment 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
Q2 		$56K Buy
1,126
+485
+76% +$23.8K ﹤0.01% 2876
2026
Q1 		$29.3K Buy
641
+3
+0.5% +$142 ﹤0.01% 3051
2025
Q4 		$28.7K Sell
638
-1,070
-63% -$48.7K ﹤0.01% 2969
2025
Q3 		$78.2K Buy
1,708
+1,417
+487% +$63.5K ﹤0.01% 2377
2025
Q2 		$12.8K Buy
291
+1
+0.3% +$44 ﹤0.01% 3102
2025
Q1 		$12.7K Sell
290
-1,379
-83% -$60.2K ﹤0.01% 2992
2024
Q4 		$71.6K Buy
1,669
+260
+18% +$11.8K ﹤0.01% 2153
2024
Q3 		$67K Buy
1,409
+12
+0.9% +$541 ﹤0.01% 2085
2024
Q2 		$58K Buy
1,397
+14
+1% +$577 ﹤0.01% 2036
2024
Q1 		$59.2K Sell
1,383
-3,163
-70% -$134K ﹤0.01% 2021
2023
Q4 		$199K Sell
4,546
-247
-5% -$9.75K ﹤0.01% 1379
2023
Q3 		$183K Sell
4,793
-122
-2% -$5K ﹤0.01% 1326
2023
Q2 		$202K Sell
4,915
-1,604
-25% -$65.6K ﹤0.01% 1287
2023
Q1 		$268K Sell
6,519
-928
-12% -$39.4K ﹤0.01% 1155
2022
Q4 		$305K Buy
7,447
+62
+0.8% +$2.51K 0.01% 1072
2022
Q3 		$286K Buy
7,385
+112
+2% +$5.01K 0.01% 1048
2022
Q2 		$321K Sell
7,273
-196
-3% -$9.61K 0.01% 1009
2022
Q1 		$403K Sell
7,469
-782
-9% -$41.4K 0.01% 1008
2021
Q4 		$466K Sell
8,251
-96
-1% -$5.22K 0.01% 961
2021
Q3 		$426K Buy
8,347
+446
+6% +$23.8K 0.01% 961
2021
Q2 		$407K Sell
7,901
-829
-9% -$42K 0.01% 1018
2021
Q1 		$412K Buy
8,730
+2,537
+41% +$116K 0.01% 961
2020
Q4 		$275K Sell
6,193
-2,002
-24% -$84.5K 0.01% 947
2020
Q3 		$324K Sell
8,195
-1,778
-18% -$71.1K 0.01% 794
2020
Q2 		$389K Sell
9,973
-1,800
-15% -$68.8K 0.01% 697
2020
Q1 		$423K Sell
11,773
-84
-0.7% -$3.99K 0.02% 601
2019
Q4 		$610K Sell
11,857
-482
-4% -$25.1K 0.02% 577
2019
Q3 		$639K Sell
12,339
-848
-6% -$43.1K 0.02% 519
2019
Q2 		$658K Sell
13,187
-597
-4% -$29.8K 0.02% 491
2019
Q1 		$689K Sell
13,784
-14,706
-52% -$709K 0.03% 436
2018
Q4 		$1.26M Buy
28,490
+24,040
+540% +$1.11M 0.06% 295
2018
Q3 		$212K Sell
4,450
-25
-0.6% -$1.21K 0.01% 702
2018
Q2 		$215K Sell
4,475
-5,728
-56% -$270K 0.01% 641
2018
Q1 		$472K Sell
10,203
-12,092
-54% -$563K 0.03% 437
2017
Q4 		$1.09M Sell
22,295
-7,453
-25% -$360K 0.08% 221
2017
Q3 		$1.42M Sell
29,748
-3,061
-9% -$147K 0.14% 147
2017
Q2 		$1.56M Buy
32,809
+26,978
+463% +$1.29M 0.18% 130
2017
Q1 		$274K Buy
5,831
+2,002
+52% +$94.4K 0.04% 287
2016
Q4 		$179K Buy
+3,829
New +$178K 0.08% 194

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Huntington National Bank
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
Glenmede Trust
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

Steward Partners Investment Advisory's RWO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 76% in Q2 2026, buying an estimated $23.8K and bringing the position to 1,126 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #2876.

Steward Partners Investment Advisory first reported a position in RWO in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.56M in Q2 2017. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Steward Partners Investment Advisory held 1,126 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $56K as of Q2 2026.
  • Steward Partners Investment Advisory bought 485 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $23.8K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2876 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.56M in Q2 2017.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.