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

USAdvisors Wealth 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 		$241K Buy
4,854
+34
+0.7% +$1.67K 0.07% 133
2026
Q1 		$217K Sell
4,820
-71
-1% -$3.35K 0.07% 126
2025
Q4 		$220K Buy
4,891
+113
+2% +$5.14K 0.07% 129
2025
Q3 		$218K Sell
4,778
-62
-1% -$2.78K 0.08% 124
2025
Q2 		$213K Buy
4,840
+71
+1% +$3.09K 0.08% 122
2025
Q1 		$208K Sell
4,769
-1,823
-28% -$79.6K 0.07% 131
2024
Q4 		$282K Sell
6,592
-149
-2% -$6.77K 0.09% 108
2024
Q3 		$320K Sell
6,741
-1,568
-19% -$70.8K 0.11% 97
2024
Q2 		$345K Buy
8,309
+137
+2% +$5.65K 0.12% 92
2024
Q1 		$347K Sell
8,172
-701
-8% -$29.6K 0.13% 105
2023
Q4 		$387K Sell
8,873
-16,258
-65% -$642K 0.16% 90
2023
Q3 		$960K Sell
25,131
-227
-0.9% -$9.31K 0.43% 57
2023
Q2 		$1.05M Buy
25,358
+818
+3% +$33.5K 0.5% 54
2023
Q1 		$1.01M Buy
24,540
+9,418
+62% +$400K 0.48% 55
2022
Q4 		$618K Buy
15,122
+219
+1% +$8.87K 0.3% 71
2022
Q3 		$577K Buy
14,903
+55
+0.4% +$2.46K 0.3% 71
2022
Q2 		$655K Buy
14,848
+360
+2% +$17.6K 0.33% 67
2022
Q1 		$782K Sell
14,488
-150
-1% -$7.94K 0.33% 72
2021
Q4 		$828K Buy
14,638
+1,461
+11% +$79.5K 0.34% 65
2021
Q3 		$673K Buy
13,177
+1,329
+11% +$70.9K 0.29% 70
2021
Q2 		$610K Buy
11,848
+1,662
+16% +$84.2K 0.33% 64
2021
Q1 		$482K Buy
10,186
+13
+0.1% +$594 0.23% 73
2020
Q4 		$452K Buy
+10,173
New +$429K 0.22% 63
2018
Q4 		– Sell
-107,867
Closed -$5.13M – 66
2018
Q3 		$5.13M Buy
107,867
+2,011
+2% +$97.3K 3.68% 13
2018
Q2 		$5.09M Buy
105,856
+2,053
+2% +$96.8K 3.85% 12
2018
Q1 		$4.8M Buy
103,803
+10,247
+11% +$477K 3.81% 13
2017
Q4 		$4.57M Buy
+93,556
New +$4.52M 3.91% 12

Other funds holding RWO

State Street
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
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
GT
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 22.96% 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

USAdvisors Wealth Management's RWO Position: Q2 2026 in Review

USAdvisors Wealth Management increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.71% in Q2 2026, buying an estimated $1.67K and bringing the position to 4,854 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #133.

USAdvisors Wealth Management first reported a position in RWO in Q4 2017 and has held it in 27 quarters since. The position peaked at $5.13M in Q3 2018. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • USAdvisors Wealth Management held 4,854 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $241K as of Q2 2026.
  • USAdvisors Wealth Management bought 34 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $1.67K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.07% of USAdvisors Wealth Management's portfolio in Q2 2026, its #133 holding.
  • USAdvisors Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and has held it in 27 quarters since.
  • USAdvisors Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $5.13M in Q3 2018.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.