White & Co Financial Planning’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

White & Co Financial Planning’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	$6.52M	Buy	131,163 +2,722	+2%	+$133K	4.04%	10
2026 Q1	$5.88M	Buy	128,441 +7,763	+6%	+$367K	4.13%	10
2025 Q4	$5.43M	Sell	120,678 -87	-0.1%	-$3.96K	4.06%	9
2025 Q3	$5.53M	Buy	120,765 +3,191	+3%	+$143K	4.16%	9
2025 Q2	$5.18M	Buy	117,574 +1,546	+1%	+$67.3K	4.14%	10
2025 Q1	$5.03M	Sell	116,028 -701	-0.6%	-$30.6K	4.33%	10
2024 Q4	$5.01M	Buy	+116,729	New	+$5.3M	4.25%	10

Other funds holding RWO

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 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 22.96% 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

White & Co Financial Planning's RWO Position: Q2 2026 in Review

White & Co Financial Planning increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 2.1% in Q2 2026, buying an estimated $133K and bringing the position to 131,163 shares worth $6.52M. The position accounts for 4.04% of the portfolio, ranked #10.

White & Co Financial Planning first reported a position in RWO in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

White & Co Financial Planning held 131,163 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $6.52M as of Q2 2026.
White & Co Financial Planning bought 2,722 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $133K.
State Street SPDR Dow Jones Global Real Estate ETF made up 4.04% of White & Co Financial Planning's portfolio in Q2 2026, its #10 holding.
White & Co Financial Planning first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.