Envestnet Portfolio Solutions
RWO icon

Envestnet Portfolio Solutions’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-4,988
Closed -$220K – 1559
2025
Q2 		$220K Sell
4,988
-2,507
-33% -$109K ﹤0.01% 1469
2025
Q1 		$327K Sell
7,495
-623
-8% -$27.2K ﹤0.01% 1243
2024
Q4 		$348K Sell
8,118
-1,998
-20% -$90.8K ﹤0.01% 1429
2024
Q3 		$481K Sell
10,116
-5,706
-36% -$257K ﹤0.01% 1221
2024
Q2 		$657K Sell
15,822
-2,025
-11% -$83.5K ﹤0.01% 1020
2024
Q1 		$764K Buy
17,847
+10,405
+140% +$440K ﹤0.01% 944
2023
Q4 		$325K Sell
7,442
-1,014
-12% -$40K ﹤0.01% 1259
2023
Q3 		$323K Buy
+8,456
New +$347K ﹤0.01% 1191

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
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return