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

Tilson Financial Group’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	$285K	Sell	6,143 -324	-5%	-$16.2K	0.08%	85
2026 Q2	$321K	Sell	6,467 -565	-8%	-$27.7K	0.09%	69
2026 Q1	$322K	Buy	7,032 +21	+0.3%	+$992	0.1%	67
2025 Q4	$316K	Buy	7,011 +38	+0.5%	+$1.73K	0.1%	69
2025 Q3	$319K	Sell	6,973 -339	-5%	-$15.2K	0.1%	63
2025 Q2	$323K	Buy	+7,312	New	+$318K	0.12%	60
2024 Q4	–	Sell	-7,688	Closed	-$365K	–	74
2024 Q3	$365K	Sell	7,688 -215	-3%	-$9.7K	0.16%	55
2024 Q2	$328K	Sell	7,903 -12	-0.2%	-$495	0.33%	29
2024 Q1	$339K	Sell	7,915 -34	-0.4%	-$1.44K	0.18%	55
2023 Q4	$347K	Sell	7,949 -2,567	-24%	-$101K	0.22%	49
2023 Q3	$402K	Sell	10,516 -2,545	-19%	-$104K	0.32%	48
2023 Q2	$536K	Sell	13,061 -4,434	-25%	-$181K	0.91%	19
2023 Q1	$720K	Sell	17,495 -352	-2%	-$15K	0.59%	33
2022 Q4	$730K	Buy	+17,847	New	+$723K	0.62%	31

Other funds holding RWO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Quent Capital New York $1.68B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tilson Financial Group's RWO Position: Q3 2026 in Review

Tilson Financial Group reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 5% in Q3 2026, selling an estimated $16.2K and leaving 6,143 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #85.

Tilson Financial Group first reported a position in RWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $730K in Q4 2022. 182 funds tracked by Wall St. Rank hold RWO as of Q3 2026.

Tilson Financial Group held 6,143 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $285K as of Q3 2026.
Tilson Financial Group sold 324 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2026, an estimated $16.2K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.08% of Tilson Financial Group's portfolio in Q3 2026, its #85 holding.
Tilson Financial Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
Tilson Financial Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $730K in Q4 2022.
182 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.