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 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 $3.37T 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

Tilson Financial Group's RWO Position: Q2 2026 in Review

Tilson Financial Group reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 8% in Q2 2026, selling an estimated $27.7K and leaving 6,467 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #69.

Tilson Financial Group first reported a position in RWO in Q4 2022 and has held it in 13 quarters since. The position peaked at $730K in Q4 2022. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Tilson Financial Group held 6,467 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $321K as of Q2 2026.
Tilson Financial Group sold 565 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $27.7K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.09% of Tilson Financial Group's portfolio in Q2 2026, its #69 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 13 quarters since.
Tilson Financial Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $730K in Q4 2022.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.