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

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return