SVB Wealth’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
7,092
-4,059
| -36% | -$179K | 0.02% | 358 |
|
|
2025
Q1 | $487K | Sell |
11,151
-7,189
| -39% | -$314K | 0.02% | 216 |
|
|
2024
Q4 | $787K | Buy |
+18,340
| New | +$787K | 0.01% | 360 |
|
|
2024
Q3 | – | Sell |
-28,067
| Closed | -$1.17M | – | 485 |
|
|
2024
Q2 | $1.17M | Sell |
28,067
-8,302
| -23% | -$345K | 0.03% | 289 |
|
|
2024
Q1 | $1.56M | Sell |
36,369
-8,080
| -18% | -$346K | 0.03% | 277 |
|
|
2023
Q4 | $1.94M | Sell |
44,449
-30,477
| -41% | -$1.33M | 0.05% | 244 |
|
|
2023
Q3 | $2.86M | Sell |
74,926
-8,790
| -10% | -$336K | 0.06% | 186 |
|
|
2023
Q2 | $3.44M | Sell |
83,716
-21,882
| -21% | -$899K | 0.06% | 185 |
|
|
2023
Q1 | $4.35M | Sell |
105,598
-39,052
| -27% | -$1.61M | 0.06% | 183 |
|
|
2022
Q4 | $5.92M | Sell |
144,650
-11,555
| -7% | -$473K | 0.08% | 164 |
|
|
2022
Q3 | $6.04M | Sell |
156,205
-28,295
| -15% | -$1.09M | 0.09% | 151 |
|
|
2022
Q2 | $8.14M | Sell |
184,500
-49,301
| -21% | -$2.18M | 0.13% | 117 |
|
|
2022
Q1 | $12.6M | Sell |
233,801
-79,343
| -25% | -$4.29M | 0.17% | 95 |
|
|
2021
Q4 | $17.7M | Sell |
313,144
-19,096
| -6% | -$1.08M | 0.29% | 81 |
|
|
2021
Q3 | $17M | Buy |
332,240
+26,496
| +9% | +$1.35M | 0.22% | 88 |
|
|
2021
Q2 | $15.7M | Buy |
305,744
+24,675
| +9% | +$1.27M | 0.2% | 95 |
|
|
2021
Q1 | $13.3M | Buy |
281,069
+18,752
| +7% | +$885K | 0.18% | 96 |
|
|
2020
Q4 | $11.7M | Sell |
262,317
-23,748
| -8% | -$1.06M | 0.17% | 98 |
|
|
2020
Q3 | $11.3M | Buy |
286,065
+4,469
| +2% | +$177K | 0.19% | 92 |
|
|
2020
Q2 | $11M | Buy |
281,596
+44,690
| +19% | +$1.74M | 0.2% | 87 |
|
|
2020
Q1 | $8.53M | Sell |
236,906
-11,282
| -5% | -$406K | 0.21% | 78 |
|
|
2019
Q4 | $12.8M | Buy |
248,188
+7,246
| +3% | +$373K | 0.23% | 77 |
|
|
2019
Q3 | $12.5M | Buy |
240,942
+32,092
| +15% | +$1.66M | 0.25% | 74 |
|
|
2019
Q2 | $10.4M | Buy |
+208,850
| New | +$10.4M | 0.35% | 79 |
|