RWO Spdr Index DJ Wilshire Glbl Real Estate

Ownership history in FC Advisory LLC  ·  39 quarters on record

AI Ownership Summary

FC Advisory LLC reported Spdr Index DJ Wilshire Glbl Real Estate (RWO) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2023 Q4. The latest visible filing shows RWO at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FC Advisory LLC's position in Spdr Index DJ Wilshire Glbl Real Estate, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RWO was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FC Advisory LLC held RWO — position size vs. price
% of Fund (quarterly)    RWO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,122 -28 -0.4% 0.10% $326K 2026-04-14 $48.81
2025 Q4 ADDED 7,150 +49 +0.7% 0.09% $322K 2026-01-13 $45.83
2025 Q3 REDUCED 7,101 -36 -0.5% 0.10% $325K 2025-10-10 $43.40
2025 Q2 REDUCED 7,137 -216 -2.9% 0.10% $315K 2025-08-14 $43.20
2025 Q1 REDUCED 7,353 -102 -1.4% 0.11% $321K 2025-04-07 $38.18
2024 Q4 ADDED 7,455 +197 +2.7% 0.11% $320K 2025-01-07 $40.57
2024 Q3 REDUCED 7,258 -87 -1.2% 0.12% $345K 2024-10-07 $43.60
2024 Q2 REDUCED 7,345 -329 -4.3% 0.11% $305K 2024-07-08 $39.15
2024 Q1 REDUCED 7,674 -71 -0.9% 0.12% $329K 2024-04-22 $37.29
2023 Q4 REDUCED 7,745 -2,941 -27.5% 0.13% $339K 2024-01-03 $39.73
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FC Advisory LLC and RWO

These are the practical questions this page is built to answer before you even open the full history table.

How long has FC Advisory LLC reported owning RWO?

FC Advisory LLC reported RWO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RWO position in FC Advisory LLC's portfolio?

The largest reported portfolio weight for RWO was 0.13% in 2023 Q4.

What is the latest reported RWO position on this page?

The most recent filing on this page is 2026 Q1, when FC Advisory LLC reported 7,122 shares, equal to 0.10% of portfolio, with an estimated market value of $326K.

What does the chart on this RWO ownership page compare?

The chart compares FC Advisory LLC's quarterly RWO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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