Security record
RWO
State Street SPDR Dow Jones Global Real Estate ETF · Financial Services · Asset Management
42Tracked holders
-1Δ holders
13.14MShares held
$653.33MReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -2.3% ·
share flow +0.7% ·
net new positions -2.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | -1 | 13.14M | $653.33M | +2 | −3 |
| Q1 2026 | 44 | +1 | 13.08M | $598.30M | +2 | −1 |
| Q4 2025 | 43 | 0 | 13.33M | $600.10M | — | — |
| Q3 2025 | 5 | 0 | 7.22M | $330.53M | — | — |
| Q2 2025 | 2 | 0 | 6.16M | $271.72M | — | — |
| Q1 2025 | 1 | -1 | 5.90M | $257.28M | — | −1 |
| Q4 2024 | 2 | 0 | 5.89M | $252.69M | — | — |
| Q3 2024 | 1 | +1 | 12.83K | $609,620 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 6.03M | -1.8% | $299.73M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 1.59M | +3.0% | $79.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 3 | Bank Of America Corp /De/ | 1.57M | 0.0% | $78.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | Envestnet Asset Management Inc | 568.29K | +58.5% | $28.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 507.08K | +1.4% | $25.21M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 471.70K | -2.3% | $23.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 396.34K | -6.8% | $19.70M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 8 | Mariner, LLC | 305.08K | -1.1% | $15.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 268.25K | +17.6% | $13.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cerity Partners LLC | 237.46K | +5.1% | $11.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Jones Financial Companies Lllp | 218.13K | +2.2% | $11.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Hsbc Holdings Plc | 212.43K | +0.3% | $10.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 103.26K | -3.2% | $5.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 102.36K | +6.4% | $5.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 69.78K | +0.4% | $3.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Focus Partners Wealth | 59.28K | -4.4% | $2.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 54.99K | -8.0% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 54.25K | -0.9% | $2.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Blair William & Co/Il | 36.88K | -3.5% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 35.87K | +34.0% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Northwestern Mutual Wealth… | 35.29K | -1.6% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Barclays Plc | 31.37K | -7.2% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 28.75K | -36.8% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | UBS Group AG | 24.42K | +1.5% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Creative Planning | 20.80K | -3.0% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 17.25K | New | $866,118 | 0.0% | New | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 17.33K | +30.4% | $861,274 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 16.20K | -3.2% | $805,401 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Us Bancorp \De\ | 10.34K | +41.5% | $514,232 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Baird Financial Group, Inc. | 9.17K | +3.9% | $455,795 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Assetmark, Inc | 8.01K | +25745.2% | $398,296 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 7.13K | +5.5% | $354,546 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Nomura Asset Management Co Ltd | 7.00K | 0.0% | $347,970 | 0.0% | Held | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 5.44K | +30.1% | $273,818 | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 35 | Fidelity (FMR) ✦ | 2.74K | +40.2% | $136,377 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 36 | National Bank Of Canada /Fi/ | 2.55K | 0.0% | $126,704 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 732 | -97.9% | $36,388 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 287 | -65.4% | $14,267 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 150 | 0.0% | $7,457 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 81 | New | $4,027 | 0.0% | New | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 70 | 0.0% | $3,480 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 68 | -97.8% | $3,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wealth Enhancement Advisory… | $866,118 | 0.0% |
| Russell Investments Group… | $4,027 | 0.0% |
Exited
| Jane Street Group, Llc | $1.60M | was 0.0% |
| Susquehanna International… | $1.06M | was 0.0% |
| Citigroup Inc | $92 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 207 holders, 17.50M shares, $785.54M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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