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

Waldron Private Wealth’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	$5.15M	Sell	103,511 -2,208	-2%	-$108K	0.18%	58
2026 Q1	$4.84M	Sell	105,719 -9,344	-8%	-$442K	0.19%	59
2025 Q4	$5.18M	Sell	115,063 -1,656	-1%	-$75.3K	0.2%	55
2025 Q3	$5.34M	Sell	116,719 -6,380	-5%	-$286K	0.22%	54
2025 Q2	$5.43M	Sell	123,099 -4,260	-3%	-$185K	0.24%	52
2025 Q1	$5.56M	Sell	127,359 -63,888	-33%	-$2.79M	0.26%	48
2024 Q4	$8.2M	Sell	191,247 -3,494	-2%	-$159K	0.33%	45
2024 Q3	$9.26M	Sell	194,741 -3,503	-2%	-$158K	0.38%	41
2024 Q2	$8.23M	Sell	198,244 -3,397	-2%	-$140K	0.37%	41
2024 Q1	$8.63M	Sell	201,641 -20,117	-9%	-$850K	0.39%	42
2023 Q4	$9.69M	Sell	221,758 -10,355	-4%	-$409K	0.46%	37
2023 Q3	$8.87M	Sell	232,113 -4,102	-2%	-$168K	0.46%	36
2023 Q2	$9.7M	Sell	236,215 -8,993	-4%	-$368K	0.48%	33
2023 Q1	$10.1M	Buy	245,208 +24,943	+11%	+$1.06M	0.49%	35
2022 Q4	$8.52M	Hold	220,265	–	–	0.53%	39
2022 Q3	$8.52M	Sell	220,265 -10,520	-5%	-$471K	0.53%	39
2022 Q2	$10.2M	Sell	230,785 -7,734	-3%	-$379K	0.57%	40
2022 Q1	$12.9M	Sell	238,519 -12,960	-5%	-$686K	0.66%	36
2021 Q4	$14.2M	Sell	251,479 -3,987	-2%	-$217K	0.7%	37
2021 Q3	$13M	Sell	255,466 -6,119	-2%	-$326K	0.76%	31
2021 Q2	$13.5M	Sell	261,585 -12,930	-5%	-$655K	0.86%	27
2021 Q1	$13M	Buy	274,515 +1	+0%	+$46	0.9%	25
2020 Q4	$12.2M	Sell	274,514 -28,379	-9%	-$1.2M	0.91%	24
2020 Q3	$12M	Sell	302,893 -328,235	-52%	-$13.1M	1.02%	23
2020 Q2	$24.6M	Sell	631,128 -32,572	-5%	-$1.24M	2.18%	11
2020 Q1	$23.9M	Buy	663,700 +275,189	+71%	+$13.1M	2.55%	9
2019 Q4	$20M	Buy	388,511 +34,514	+10%	+$1.8M	1.78%	10
2019 Q3	$18.4M	Buy	353,997 +81,321	+30%	+$4.13M	1.87%	10
2019 Q2	$13.6M	Buy	272,676 +36,903	+16%	+$1.84M	1.45%	15
2019 Q1	$11.8M	Buy	235,773 +19,159	+9%	+$924K	1.33%	15
2018 Q4	$9.59M	Buy	216,614 +181,857	+523%	+$8.42M	1.38%	15
2018 Q3	$1.65M	Sell	34,757 -6,629	-16%	-$321K	0.32%	35
2018 Q2	$1.99M	Buy	41,386 +1	+0%	+$47	0.43%	27
2018 Q1	$1.91M	Sell	41,385 -2,025	-5%	-$94.4K	0.43%	30
2017 Q4	$2.12M	Buy	43,410 +24,011	+124%	+$1.16M	0.5%	27
2017 Q3	$926K	Buy	19,399 +1	+0%	+$48	0.26%	40
2017 Q2	$925K	Buy	19,398 +161	+0.8%	+$7.72K	0.29%	35
2017 Q1	$905K	Sell	19,237 -9,245	-32%	-$436K	0.23%	61
2016 Q4	$1.33M	Buy	+28,482	New	+$1.32M	0.46%	26
2015 Q3	–	Sell	-12,155	Closed	-$556K	–	151
2015 Q2	$556K	Hold	12,155	–	–	0.22%	37
2015 Q1	$604K	Hold	12,155	–	–	0.25%	31
2014 Q4	$580K	Buy	+12,155	New	+$569K	0.24%	37

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

JWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

Waldron Private Wealth's RWO Position: Q2 2026 in Review

Waldron Private Wealth reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 2.1% in Q2 2026, selling an estimated $108K and leaving 103,511 shares worth $5.15M. The position accounts for 0.18% of the portfolio, ranked #58.

Waldron Private Wealth first reported a position in RWO in Q4 2014 and has held it in 42 quarters since. The position peaked at $24.6M in Q2 2020. 89 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Waldron Private Wealth held 103,511 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $5.15M as of Q2 2026.
Waldron Private Wealth sold 2,208 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $108K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.18% of Waldron Private Wealth's portfolio in Q2 2026, its #58 holding.
Waldron Private Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2014 and has held it in 42 quarters since.
Waldron Private Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $24.6M in Q2 2020.
89 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.