Wealth Enhancement Advisory Services
RWO icon

Wealth Enhancement Advisory Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Wealth Enhancement Advisory Services’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 		$866K Buy
+17,246
New +$845K ﹤0.01% 2183
2026
Q1 		– Sell
-7,415
Closed -$338K – 3831
2025
Q4 		$338K Buy
7,415
+370
+5% +$16.8K ﹤0.01% 2819
2025
Q3 		$318K Sell
7,045
-2,429
-26% -$109K ﹤0.01% 2736
2025
Q2 		$422K Sell
9,474
-6,967
-42% -$303K ﹤0.01% 2349
2025
Q1 		$717K Sell
16,441
-8,489
-34% -$371K ﹤0.01% 1808
2024
Q4 		$1.07M Sell
24,930
-3,645
-13% -$166K ﹤0.01% 1502
2024
Q3 		$1.36M Sell
28,575
-581
-2% -$26.2K ﹤0.01% 1244
2024
Q2 		$1.21M Buy
29,156
+3,569
+14% +$147K ﹤0.01% 1189
2024
Q1 		$1.1M Sell
25,587
-2,630
-9% -$111K ﹤0.01% 1201
2023
Q4 		$1.23M Buy
28,217
+16,226
+135% +$641K ﹤0.01% 1081
2023
Q3 		$458K Buy
+11,991
New +$492K ﹤0.01% 1479
2023
Q1 		– Sell
-5,089
Closed -$225K – 555
2022
Q4 		$225K Sell
5,089
-2,201
-30% -$89.1K ﹤0.01% 308
2022
Q3 		$275K Buy
7,290
+933
+15% +$41.8K ﹤0.01% 301
2022
Q2 		$282K Buy
6,357
+1,516
+31% +$74.3K ﹤0.01% 306
2022
Q1 		$264K Buy
+4,841
New +$256K ﹤0.01% 292

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

Wealth Enhancement Advisory Services's RWO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2026: 17,246 shares worth $866K. The stake represents ﹤0.01% of the portfolio and ranks #2183 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in RWO as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in RWO in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q3 2024. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,246 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $866K as of Q2 2026.
  • State Street SPDR Dow Jones Global Real Estate ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2183 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2022 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.36M in Q3 2024.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.