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

Aletheian Wealth Advisors’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
2026 Q2	$690K	Hold	25,546	–	–	0.29%	53
2026 Q1	$680K	Buy	+25,546	New	+$734K	0.33%	50
2025 Q3	$857K	Sell	30,823 -220	-0.7%	-$6.05K	0.4%	42
2025 Q2	$851K	Hold	31,043	–	–	0.42%	43
2025 Q1	$760K	Buy	31,043 +1,023	+3%	+$24.4K	0.43%	47
2024 Q4	$692K	Buy	30,020 +45	+0.2%	+$1.12K	0.41%	46
2024 Q3	$826K	Sell	29,975 -3,502	-10%	-$91.8K	0.48%	41
2024 Q2	$803K	Sell	33,477 -527	-2%	-$13.2K	0.42%	57
2024 Q1	$887K	Sell	34,004 -102	-0.3%	-$2.62K	0.48%	52
2023 Q4	$931K	Buy	34,106 +11,780	+53%	+$290K	0.62%	41
2023 Q3	$531K	Buy	22,326 +10,200	+84%	+$257K	0.41%	58
2023 Q2	$300K	Buy	+12,126	New	+$318K	0.21%	71
2023 Q1	–	Sell	-14,587	Closed	-$390K	–	81
2022 Q4	$390K	Buy	14,587 +3,029	+26%	+$77.5K	0.34%	59
2022 Q3	$279K	Buy	11,558 +3,228	+39%	+$90.2K	0.32%	46
2022 Q2	$235K	Sell	8,330 -750	-8%	-$23.4K	0.24%	51
2022 Q1	$310K	Buy	+9,080	New	+$306K	0.29%	47

Other funds holding RWX

OPCM

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

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

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

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $128M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aletheian Wealth Advisors's RWX Position: Q2 2026 in Review

Aletheian Wealth Advisors held its State Street SPDR Dow Jones International Real Estate ETF (RWX) position steady in Q2 2026 at 25,546 shares worth $690K. The position accounts for 0.29% of the portfolio, ranked #53.

Aletheian Wealth Advisors first reported a position in RWX in Q1 2022 and has held it in 16 quarters since. The position peaked at $931K in Q4 2023. 116 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

Aletheian Wealth Advisors held 25,546 shares of State Street SPDR Dow Jones International Real Estate ETF worth $690K as of Q2 2026.
Aletheian Wealth Advisors left its State Street SPDR Dow Jones International Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones International Real Estate ETF made up 0.29% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Aletheian Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2022 and has held it in 16 quarters since.
Aletheian Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $931K in Q4 2023.
116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.