Strategic Wealth Partners’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Strategic Wealth Partners’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	$7.75K	Hold	156	–	–	﹤0.01%	974
2026 Q1	$7.14K	Hold	156	–	–	﹤0.01%	967
2025 Q4	$7.02K	Hold	156	–	–	﹤0.01%	977
2025 Q3	$7.14K	Hold	156	–	–	﹤0.01%	974
2025 Q2	$6.89K	Buy	+156	New	+$6.79K	﹤0.01%	853
2020 Q2	–	Sell	-18,850	Closed	-$971K	–	161
2020 Q1	$971K	Hold	18,850	–	–	0.51%	60
2019 Q4	$971K	Buy	18,850 +4,702	+33%	+$245K	0.51%	59
2019 Q3	$728	Buy	14,148 +605	+4%	+$30.7K	﹤0.01%	215
2019 Q2	$675K	Buy	13,543 +5,195	+62%	+$260K	0.33%	81
2019 Q1	$419K	Buy	8,348 +3,872	+87%	+$187K	0.19%	106
2018 Q4	$211K	Buy	4,476 +365	+9%	+$16.9K	0.11%	129
2018 Q3	$196K	Sell	4,111 -306	-7%	-$14.8K	0.1%	130
2018 Q2	$213K	Buy	4,417 +2,016	+84%	+$95.1K	0.12%	131
2018 Q1	$111K	Sell	2,401 -612	-20%	-$28.5K	0.06%	182
2017 Q4	$147K	Buy	+3,013	New	+$145K	0.08%	158

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

Strategic Wealth Partners's RWO Position: Q2 2026 in Review

Strategic Wealth Partners held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 156 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Strategic Wealth Partners first reported a position in RWO in Q4 2017 and has held it in 15 quarters since. The position peaked at $971K in Q1 2020. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Strategic Wealth Partners held 156 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $7.75K as of Q2 2026.
Strategic Wealth Partners 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 ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #974 holding.
Strategic Wealth Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and has held it in 15 quarters since.
Strategic Wealth Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $971K in Q1 2020.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.