SVB Wealth’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,293	Closed	-$128K	–	1398
2025 Q1	$128K	Buy	+1,293	New	+$129K	0.01%	369
2023 Q2	–	Sell	-3,156	Closed	-$280K	–	996
2023 Q1	$280K	Hold	3,156	–	–	﹤0.01%	743
2022 Q4	$275K	Sell	3,156 -3,380	-52%	-$296K	﹤0.01%	779
2022 Q3	$551K	Hold	6,536	–	–	0.01%	505
2022 Q2	$621K	Sell	6,536 -520	-7%	-$55K	0.01%	403
2022 Q1	$828K	Buy	7,056 +1,530	+28%	+$174K	0.01%	354
2021 Q4	$675K	Buy	5,526 +2,201	+66%	+$253K	0.01%	378
2021 Q3	$351K	Hold	3,325	–	–	﹤0.01%	720
2021 Q2	$349K	Sell	3,325 -245	-7%	-$25.1K	﹤0.01%	689
2021 Q1	$338K	Sell	3,570 -292	-8%	-$26.4K	﹤0.01%	640
2020 Q4	$335K	Sell	3,862 -10	-0.3%	-$836	﹤0.01%	591
2020 Q3	$302K	Hold	3,872	–	–	0.01%	521
2020 Q2	$302K	Buy	+3,872	New	+$296K	0.01%	455
2020 Q1	–	Sell	-3,036	Closed	-$310K	–	674
2019 Q4	$310K	Buy	3,036 +71	+2%	+$7.35K	0.01%	496
2019 Q3	$310K	Hold	2,965	–	–	0.01%	429
2019 Q2	$293K	Buy	+2,965	New	+$295K	0.01%	445