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 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

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Envestnet Portfolio Solutions's RWO Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2025, closing a stake of 4,988 shares — an estimated $220K sold.

Envestnet Portfolio Solutions first reported a position in RWO in Q3 2023 and held it in 8 quarters. The position peaked at $764K in Q1 2024. 205 funds tracked by Wall St. Rank hold RWO as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 4,988 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2025, an estimated $220K.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $764K in Q1 2024.
205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.