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

SVB Wealth’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
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

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SVB Wealth's RWO Position: Q1 2026 in Review

SVB Wealth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2026, closing a stake of 4,462 shares — an estimated $201K sold.

SVB Wealth first reported a position in RWO in Q2 2019 and held it in 26 quarters. The position peaked at $17.7M in Q4 2021. 209 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

  • SVB Wealth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • SVB Wealth sold 4,462 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2026, an estimated $201K.
  • SVB Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2019 and held it in 26 quarters.
  • SVB Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $17.7M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on SVB Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.