Vima LLC
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Vima LLC’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Vima LLC’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 		$1.53K Hold
33
– – ﹤0.01% 325
2026
Q2 		$1.64K Buy
+33
New +$1.62K ﹤0.01% 342
2024
Q2 		– Sell
-33
Closed -$1.36K – 300
2024
Q1 		$1.36K Hold
33
– – ﹤0.01% 359
2023
Q4 		$1.44K Buy
+33
New +$1.3K ﹤0.01% 353

Other funds holding RWO

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Vima LLC's RWO Position: Q3 2026 in Review

Vima LLC held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q3 2026 at 33 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Vima LLC first reported a position in RWO in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.64K in Q2 2026. 71 funds tracked by Wall St. Rank hold RWO as of Q3 2026.

  • Vima LLC held 33 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.53K as of Q3 2026.
  • Vima LLC left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q3 2026.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Vima LLC's portfolio in Q3 2026, its #325 holding.
  • Vima LLC first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.64K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.