Tradewinds Capital Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Tradewinds Capital Management’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	$498	Buy	+10	New	+$490	﹤0.01%	648
2025 Q3	–	Sell	-16	Closed	-$707	–	709
2025 Q2	$707	Hold	16	–	–	﹤0.01%	539
2025 Q1	$699	Sell	16 -3	-16%	-$131	﹤0.01%	563
2024 Q4	$815	Sell	19 -625,796	-100%	-$28.4M	﹤0.01%	562
2024 Q3	$29.7M	Buy	+625,815	New	+$28.2M	7.96%	3
2024 Q2	–	Sell	-23	Closed	-$985	–	610
2024 Q1	$985	Buy	+23	New	+$972	﹤0.01%	461
2023 Q2	–	Sell	-4	Closed	-$165	–	507
2023 Q1	$165	Sell	4 -168	-98%	-$7.14K	﹤0.01%	455
2022 Q4	$7.04K	Sell	172 -5	-3%	-$203	﹤0.01%	242
2022 Q3	$7K	Sell	177 -11	-6%	-$493	﹤0.01%	230
2022 Q2	$8K	Sell	188 -379	-67%	-$18.6K	﹤0.01%	229
2022 Q1	$31K	Sell	567 -492,169	-100%	-$26M	0.01%	312
2021 Q4	$27.9M	Buy	492,736 +860	+0.2%	+$46.8K	4.27%	7
2021 Q3	$25.1M	Buy	+491,876	New	+$26.2M	4.27%	9
2019 Q4	–	Sell	-3,474	Closed	-$180K	–	699
2019 Q3	$180K	Buy	3,474 +3,309	+2,005%	+$168K	0.07%	91
2019 Q2	$8K	Sell	165 -263,012	-100%	-$13.1M	﹤0.01%	400
2019 Q1	$13.2M	Buy	+263,177	New	+$12.7M	4.83%	6
2018 Q4	–	Sell	-5	Closed	–	–	672
2018 Q3	$0	Hold	5	–	–	﹤0.01%	681
2018 Q2	$0	Hold	5	–	–	﹤0.01%	678
2018 Q1	$0	Sell	5 -10	-67%	-$466	﹤0.01%	702
2017 Q4	$1K	Buy	+15	New	+$724	﹤0.01%	654
2015 Q3	–	Sell	-167	Closed	-$8K	–	700
2015 Q2	$8K	Buy	+167	New	+$8.08K	0.01%	443

Other funds holding RWO

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Tradewinds Capital Management's RWO Position: Q2 2026 in Review

Tradewinds Capital Management opened a new position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2026: 10 shares worth $498. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Tradewinds Capital Management previously reported a position in RWO as recently as Q2 2025.

Tradewinds Capital Management first reported a position in RWO in Q2 2015 and has held it in 21 quarters since. The position peaked at $29.7M in Q3 2024. 75 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Tradewinds Capital Management held 10 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $498 as of Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF was a new Tradewinds Capital Management position in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #648 holding.
Tradewinds Capital Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2015 and has held it in 21 quarters since.
Tradewinds Capital Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $29.7M in Q3 2024.
75 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.