WLTH Capital Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

WLTH Capital Management’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	$1.21M	Sell	24,417 -70,907	-74%	-$3.47M	0.78%	22
2026 Q1	$4.36M	Buy	95,324 +4,043	+4%	+$191K	3.42%	9
2025 Q4	$4.49M	Buy	+91,281	New	+$4.15M	3.48%	9

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

WLTH Capital Management's RWO Position: Q2 2026 in Review

WLTH Capital Management reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 74% in Q2 2026, selling an estimated $3.47M and leaving 24,417 shares worth $1.21M. The position accounts for 0.78% of the portfolio, ranked #22.

WLTH Capital Management first reported a position in RWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.49M in Q4 2025. 208 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

WLTH Capital Management held 24,417 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.21M as of Q2 2026.
WLTH Capital Management sold 70,907 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $3.47M.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.78% of WLTH Capital Management's portfolio in Q2 2026, its #22 holding.
WLTH Capital Management 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.
WLTH Capital Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4.49M in Q4 2025.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on WLTH Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.