Arax Advisory Partners’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Arax Advisory Partners’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 Q3	$1.9K	Sell	75 -111	-60%	-$3.03K	﹤0.01%	4909
2026 Q2	$5.02K	Buy	186 +21	+13%	+$579	﹤0.01%	4590
2026 Q1	$4.39K	Buy	165 +132	+400%	+$3.79K	﹤0.01%	2847
2025 Q4	$924	Buy	+33	New	+$918	﹤0.01%	3506
2025 Q3	–	Sell	-33	Closed	-$905	–	4155
2025 Q2	$905	Hold	33	–	–	﹤0.01%	2806
2025 Q1	$808	Buy	+33	New	+$789	﹤0.01%	2381
2022 Q1	–	Sell	-178	Closed	-$6K	–	1201
2021 Q4	$6K	Hold	178	–	–	﹤0.01%	745
2021 Q3	$6K	Hold	178	–	–	﹤0.01%	743
2021 Q2	$7K	Buy	+178	New	+$6.53K	﹤0.01%	723
2020 Q4	$6K	Buy	+178	New	+$5.65K	﹤0.01%	613
2018 Q3	–	Sell	-184	Closed	-$7K	–	712
2018 Q2	$7K	Hold	184	–	–	﹤0.01%	370
2018 Q1	$7K	Hold	184	–	–	﹤0.01%	351
2017 Q4	$7K	Hold	184	–	–	﹤0.01%	348
2017 Q3	$7K	Hold	184	–	–	﹤0.01%	352
2017 Q2	$7K	Hold	184	–	–	﹤0.01%	369
2017 Q1	$6K	Hold	184	–	–	﹤0.01%	351
2016 Q4	$7K	Buy	+184	New	+$7.01K	﹤0.01%	336

Other funds holding RWX

Osborne Partners Capital Management San Francisco, California $1.78B AUM 18.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

RPg Family Wealth Advisory Burlington, Massachusetts $562M AUM 25.05% 1-Year Est. Return

Risk Paradigm Group Austin, Texas $123M AUM 5.92% 1-Year Est. Return

Idaho Trust Bank Boise, Idaho $332M AUM 9.28% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Arax Advisory Partners's RWX Position: Q3 2026 in Review

Arax Advisory Partners reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 60% in Q3 2026, selling an estimated $3.03K and leaving 75 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4909.

Arax Advisory Partners first reported a position in RWX in Q4 2016 and has held it in 17 quarters since. The position peaked at $7K in Q2 2021. 98 funds tracked by Wall St. Rank hold RWX as of Q3 2026.

Arax Advisory Partners held 75 shares of State Street SPDR Dow Jones International Real Estate ETF worth $1.9K as of Q3 2026.
Arax Advisory Partners sold 111 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2026, an estimated $3.03K.
State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #4909 holding.
Arax Advisory Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2016 and has held it in 17 quarters since.
Arax Advisory Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $7K in Q2 2021.
98 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.