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SVB Wealth’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

SVB Wealth’s Portfolio RWX Stock Details RWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,183
Closed -$151K – 1399
2025
Q1 		$151K Buy
+6,183
New +$148K 0.01% 345
2024
Q2 		– Sell
-11,561
Closed -$302K – 808
2024
Q1 		$302K Sell
11,561
-284
-2% -$7.29K 0.01% 634
2023
Q4 		$323K Sell
11,845
-1,098
-8% -$27.1K 0.01% 600
2023
Q3 		$308K Buy
12,943
+352
+3% +$8.86K 0.01% 601
2023
Q2 		$312K Buy
12,591
+249
+2% +$6.53K 0.01% 660
2023
Q1 		$324K Buy
12,342
+725
+6% +$19.8K ﹤0.01% 685
2022
Q4 		$311K Buy
+11,617
New +$297K ﹤0.01% 733
2022
Q2 		– Sell
-6,487
Closed -$221K – 830
2022
Q1 		$221K Buy
+6,487
New +$219K ﹤0.01% 673

Other funds holding RWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return