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Wilkerson Advisory Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Wilkerson Advisory Group’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 		$17.7K Buy
355
+3
+0.9% +$147 0.01% 345
2026
Q1 		$16.1K Buy
352
+2
+0.6% +$95 0.01% 333
2025
Q4 		$15.8K Buy
+350
New +$15.9K 0.01% 275

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

Wilkerson Advisory Group's RWO Position: Q2 2026 in Review

Wilkerson Advisory Group increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.85% in Q2 2026, buying an estimated $147 and bringing the position to 355 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #345.

Wilkerson Advisory Group first reported a position in RWO in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Wilkerson Advisory Group held 355 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $17.7K as of Q2 2026.
  • Wilkerson Advisory Group bought 3 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $147.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #345 holding.
  • Wilkerson Advisory Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2025 and has held it in 3 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 Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.