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

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

SVB Wealth's RWX Position: Q2 2025 in Review

SVB Wealth sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2025, closing a stake of 6,183 shares — an estimated $151K sold.

SVB Wealth first reported a position in RWX in Q1 2022 and held it in 8 quarters. The position peaked at $324K in Q1 2023. 137 funds tracked by Wall St. Rank hold RWX as of Q2 2025.

SVB Wealth reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 6,183 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2025, an estimated $151K.
SVB Wealth first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2022 and held it in 8 quarters.
SVB Wealth's State Street SPDR Dow Jones International Real Estate ETF position peaked at $324K in Q1 2023.
137 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2025.

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