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

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