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

Vertex Planning 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	$203K	Buy	+4,086	New	+$200K	0.03%	157

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

Vertex Planning Partners's RWO Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2026: 4,086 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #157 among its holdings.

208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Vertex Planning Partners held 4,086 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $203K as of Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF was a new Vertex Planning Partners position in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Vertex Planning Partners's portfolio in Q2 2026, its #157 holding.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.