Wealthspire Advisors (New York)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-2,291	Closed	-$105K	–	2511
2025 Q3	$105K	Buy	+2,291	New	+$103K	﹤0.01%	995
2024 Q4	–	Sell	-4,983	Closed	-$237K	–	832
2024 Q3	$237K	Buy	+4,983	New	+$225K	﹤0.01%	672
2024 Q2	–	Sell	-5,061	Closed	-$217K	–	688
2024 Q1	$217K	Sell	5,061 -220	-4%	-$9.29K	﹤0.01%	585
2023 Q4	$231K	Buy	+5,281	New	+$209K	﹤0.01%	579
2020 Q2	–	Sell	-26,468	Closed	-$953K	–	478
2020 Q1	$953K	Buy	+26,468	New	+$1.26M	0.04%	206

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

QLSGSCF

Quent Long Short Global Small Cap Fund New York $1.23B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s RWO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2025, closing a stake of 2,291 shares — an estimated $105K sold.

Wealthspire Advisors (New York) first reported a position in RWO in Q1 2020 and held it in 5 quarters. The position peaked at $953K in Q1 2020. 216 funds tracked by Wall St. Rank hold RWO as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,291 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2025, an estimated $105K.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2020 and held it in 5 quarters.
Wealthspire Advisors (New York)'s State Street SPDR Dow Jones Global Real Estate ETF position peaked at $953K in Q1 2020.
216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.