Betterment LLC’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Betterment LLC’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 Q1	–	Sell	-5,720	Closed	-$258K	–	630
2025 Q4	$258K	Buy	5,720 +684	+14%	+$31.1K	﹤0.01%	513
2025 Q3	$230K	Buy	+5,036	New	+$226K	﹤0.01%	494

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Quent Capital New York $1.63B AUM 27.42% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Betterment LLC's RWO Position: Q1 2026 in Review

Betterment LLC sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2026, closing a stake of 5,720 shares — an estimated $258K sold.

Betterment LLC first reported a position in RWO in Q3 2025 and held it in 2 quarters. The position peaked at $258K in Q4 2025. 209 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

Betterment LLC reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Betterment LLC sold 5,720 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $258K.
Betterment LLC first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2025 and held it in 2 quarters.
Betterment LLC's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $258K in Q4 2025.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.