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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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
QLSGSCF
Quent Long Short Global Small Cap Fund New York $1.23B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return