Pacific Capital Wealth Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Pacific Capital Wealth Advisors’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 Q2	$267K	Hold	5,372	–	–	0.04%	81
2026 Q1	$246K	Hold	5,372	–	–	0.04%	78
2025 Q4	$242K	Hold	5,372	–	–	0.04%	71
2025 Q3	$246K	Sell	5,372 -1,206	-18%	-$54.1K	0.04%	71
2025 Q2	$290K	Sell	6,578 -3,798	-37%	-$165K	0.05%	64
2025 Q1	$453K	Hold	10,376	–	–	0.08%	56
2024 Q4	$445K	Hold	10,376	–	–	0.07%	53
2024 Q3	$493K	Sell	10,376 -1,023	-9%	-$46.2K	0.08%	51
2024 Q2	$473K	Hold	11,399	–	–	0.09%	46
2024 Q1	$488K	Hold	11,399	–	–	0.11%	45
2023 Q4	$498K	Hold	11,399	–	–	0.13%	44
2023 Q3	$435K	Hold	11,399	–	–	0.12%	47
2023 Q2	$468K	Hold	11,399	–	–	0.12%	48
2023 Q1	$469K	Hold	11,399	–	–	0.12%	58
2022 Q4	$466K	Hold	11,399	–	–	0.12%	64
2022 Q3	$441K	Sell	11,399 -361	-3%	-$16.2K	0.12%	61
2022 Q2	$519K	Hold	11,760	–	–	0.14%	62
2022 Q1	$635K	Hold	11,760	–	–	0.18%	62
2021 Q4	$665K	Hold	11,760	–	–	0.19%	63
2021 Q3	$600K	Hold	11,760	–	–	0.19%	61
2021 Q2	$606K	Hold	11,760	–	–	0.31%	54
2021 Q1	$555K	Hold	11,760	–	–	0.31%	50
2020 Q4	$523K	Hold	11,760	–	–	0.3%	50
2020 Q3	$465K	Buy	11,760 +4,039	+52%	+$162K	0.28%	50
2020 Q2	$301K	Sell	7,721 -4,718	-38%	-$180K	0.2%	50
2020 Q1	$448K	Buy	12,439 +6,480	+109%	+$308K	0.34%	45
2019 Q4	$307K	Buy	+5,959	New	+$310K	0.2%	49

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

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Pacific Capital Wealth Advisors's RWO Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 5,372 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #81.

Pacific Capital Wealth Advisors first reported a position in RWO in Q4 2019 and has held it in 27 quarters since. The position peaked at $665K in Q4 2021. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Pacific Capital Wealth Advisors held 5,372 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $267K as of Q2 2026.
Pacific Capital Wealth Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.04% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Pacific Capital Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
Pacific Capital Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $665K in Q4 2021.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.