SVB Wealth’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 Q1	–	Sell	-4,462	Closed	-$201K	–	405
2025 Q4	$201K	Sell	4,462 -785	-15%	-$35.7K	0.01%	390
2025 Q3	$240K	Sell	5,247 -1,845	-26%	-$82.7K	0.01%	382
2025 Q2	$313K	Sell	7,092 -4,059	-36%	-$177K	0.02%	358
2025 Q1	$487K	Sell	11,151 -7,189	-39%	-$314K	0.02%	216
2024 Q4	$787K	Buy	+18,340	New	+$833K	0.01%	360
2024 Q3	–	Sell	-28,067	Closed	-$1.17M	–	485
2024 Q2	$1.17M	Sell	28,067 -8,302	-23%	-$342K	0.03%	289
2024 Q1	$1.56M	Sell	36,369 -8,080	-18%	-$341K	0.03%	277
2023 Q4	$1.94M	Sell	44,449 -30,477	-41%	-$1.2M	0.05%	244
2023 Q3	$2.86M	Sell	74,926 -8,790	-10%	-$361K	0.06%	186
2023 Q2	$3.44M	Sell	83,716 -21,882	-21%	-$895K	0.06%	185
2023 Q1	$4.35M	Sell	105,598 -39,052	-27%	-$1.66M	0.06%	183
2022 Q4	$5.92M	Sell	144,650 -11,555	-7%	-$468K	0.08%	164
2022 Q3	$6.04M	Sell	156,205 -28,295	-15%	-$1.27M	0.09%	151
2022 Q2	$8.14M	Sell	184,500 -49,301	-21%	-$2.42M	0.13%	117
2022 Q1	$12.6M	Sell	233,801 -79,343	-25%	-$4.2M	0.17%	95
2021 Q4	$17.7M	Sell	313,144 -19,096	-6%	-$1.04M	0.29%	81
2021 Q3	$17M	Buy	332,240 +26,496	+9%	+$1.41M	0.22%	88
2021 Q2	$15.7M	Buy	305,744 +24,675	+9%	+$1.25M	0.2%	95
2021 Q1	$13.3M	Buy	281,069 +18,752	+7%	+$856K	0.18%	96
2020 Q4	$11.7M	Sell	262,317 -23,748	-8%	-$1M	0.17%	98
2020 Q3	$11.3M	Buy	286,065 +4,469	+2%	+$179K	0.19%	92
2020 Q2	$11M	Buy	281,596 +44,690	+19%	+$1.71M	0.2%	87
2020 Q1	$8.53M	Sell	236,906 -11,282	-5%	-$536K	0.21%	78
2019 Q4	$12.8M	Buy	248,188 +7,246	+3%	+$377K	0.23%	77
2019 Q3	$12.5M	Buy	240,942 +32,092	+15%	+$1.63M	0.25%	74
2019 Q2	$10.4M	Buy	+208,850	New	+$10.4M	0.35%	79