Austin Private Wealth’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Austin Private Wealth’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
2025 Q4	$3.42M	Buy	75,900 +6,473	+9%	+$294K	0.25%	56
2025 Q3	$3.18M	Buy	69,427 +6,345	+10%	+$284K	0.24%	60
2025 Q2	$2.78M	Buy	63,082 +27,294	+76%	+$1.19M	0.22%	63
2025 Q1	$1.56M	Buy	+35,788	New	+$1.56M	0.14%	78
2020 Q1	–	Sell	-8,728	Closed	-$450K	–	83
2019 Q4	$450K	Buy	+8,728	New	+$454K	0.23%	46

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 America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

QLSGSCF

Quent Long Short Global Small Cap Fund New York $1.23B AUM

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

Austin Private Wealth's RWO Position: Q4 2025 in Review

Austin Private Wealth increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 9.3% in Q4 2025, buying an estimated $294K and bringing the position to 75,900 shares worth $3.42M. The position accounts for 0.25% of the portfolio, ranked #56.

Austin Private Wealth first reported a position in RWO in Q4 2019 and has held it in 5 quarters since. 216 funds tracked by Wall St. Rank hold RWO as of Q4 2025.

Austin Private Wealth held 75,900 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $3.42M as of Q4 2025.
Austin Private Wealth bought 6,473 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2025, an estimated $294K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.25% of Austin Private Wealth's portfolio in Q4 2025, its #56 holding.
Austin Private Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and has held it in 5 quarters since.
216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.