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

SVB Wealth’s Portfolio RWR Stock Details RWR Fund Activity

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

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

SVB Wealth's RWR Position: Q2 2025 in Review

SVB Wealth sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 1,293 shares — an estimated $128K sold.

SVB Wealth first reported a position in RWR in Q2 2019 and held it in 16 quarters. The position peaked at $828K in Q1 2022. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.

SVB Wealth reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,293 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $128K.
SVB Wealth first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2019 and held it in 16 quarters.
SVB Wealth's State Street SPDR Dow Jones REIT ETF position peaked at $828K in Q1 2022.
254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.