Walkner Condon Financial Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Walkner Condon Financial Advisors’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	$224K	Buy	4,499 +33	+0.7%	+$1.62K	0.03%	320
2026 Q1	$204K	Sell	4,466 -267	-6%	-$12.6K	0.03%	307
2025 Q4	$213K	Buy	4,733 +40	+0.9%	+$1.82K	0.03%	291
2025 Q3	$215K	Buy	+4,693	New	+$210K	0.03%	283
2025 Q2	–	Sell	-7,846	Closed	-$342K	–	285
2025 Q1	$342K	Sell	7,846 -23,382	-75%	-$1.02M	0.07%	188
2024 Q4	$1.34M	Buy	31,228 +2,422	+8%	+$110K	0.27%	77
2024 Q3	$1.37M	Buy	+28,806	New	+$1.3M	0.28%	77
2023 Q3	–	Sell	-5,096	Closed	-$209K	–	252
2023 Q2	$209K	Buy	+5,096	New	+$208K	0.06%	227
2020 Q1	–	Sell	-5,670	Closed	-$292K	–	63
2019 Q4	$292K	Buy	+5,670	New	+$295K	0.28%	50

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Walkner Condon Financial Advisors's RWO Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.74% in Q2 2026, buying an estimated $1.62K and bringing the position to 4,499 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #320.

Walkner Condon Financial Advisors first reported a position in RWO in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.37M in Q3 2024. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Walkner Condon Financial Advisors held 4,499 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $224K as of Q2 2026.
Walkner Condon Financial Advisors bought 33 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $1.62K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #320 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and has held it in 9 quarters since.
Walkner Condon Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.37M in Q3 2024.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.