Bank of Montreal’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Bank of Montreal’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	$1.13M	Buy	41,934 +6,011	+17%	+$166K	﹤0.01%	2026
2026 Q1	$956K	Buy	35,923 +7,700	+27%	+$221K	﹤0.01%	2060
2025 Q4	$790K	Buy	28,223 +4,375	+18%	+$122K	﹤0.01%	2103
2025 Q3	$663K	Buy	23,848 +6,153	+35%	+$169K	﹤0.01%	2138
2025 Q2	$485K	Buy	17,695 +7,050	+66%	+$184K	﹤0.01%	2298
2025 Q1	$261K	Hold	10,645	–	–	﹤0.01%	2588
2024 Q4	$245K	Buy	10,645 +6,450	+154%	+$161K	﹤0.01%	2654
2024 Q3	$117K	Buy	4,195 +3,150	+301%	+$82.6K	﹤0.01%	3197
2024 Q2	$26.7K	Buy	1,045 +200	+24%	+$5.02K	﹤0.01%	3544
2024 Q1	$22.1K	Hold	845	–	–	﹤0.01%	3604
2023 Q4	$23.1K	Hold	845	–	–	﹤0.01%	3706
2023 Q3	$21.6K	Sell	845 -1,000	-54%	-$25.2K	﹤0.01%	3555
2023 Q2	$48.5K	Sell	1,845 -17,618	-91%	-$462K	﹤0.01%	3606
2023 Q1	$521K	Sell	19,463 -5,580	-22%	-$152K	﹤0.01%	2437
2022 Q4	$672K	Sell	25,043 -2,250	-8%	-$57.6K	﹤0.01%	2434
2022 Q3	$741	Sell	27,293 -1,000	-4%	-$27.9K	﹤0.01%	2344
2022 Q2	$815	Sell	28,293 -2,251	-7%	-$70.3K	﹤0.01%	2433
2022 Q1	$1.05M	Sell	30,544 -266	-0.9%	-$8.97K	﹤0.01%	2293
2021 Q4	$1.09M	Sell	30,810 -1,269	-4%	-$45.7K	﹤0.01%	1889
2021 Q3	$1.21M	Buy	32,079 +2,037	+7%	+$76.4K	﹤0.01%	2368
2021 Q2	$1.12M	Sell	30,042 -145,120	-83%	-$5.32M	﹤0.01%	2415
2021 Q1	$6.21M	Sell	175,162 -7,909	-4%	-$270K	﹤0.01%	1241
2020 Q4	$6.13M	Sell	183,071 -8,217	-4%	-$261K	﹤0.01%	1278
2020 Q3	$5.78M	Sell	191,288 -14,499	-7%	-$434K	﹤0.01%	1116
2020 Q2	$6M	Sell	205,787 -37,600	-15%	-$1.06M	0.01%	1086
2020 Q1	$6.21M	Sell	243,387 -33,811	-12%	-$1.2M	0.01%	893
2019 Q4	$10.8M	Sell	277,198 -25,727	-8%	-$1.04M	0.01%	940
2019 Q3	$12M	Sell	302,925 -87,331	-22%	-$3.4M	0.01%	805
2019 Q2	$15.1M	Sell	390,256 -11,973	-3%	-$465K	0.01%	734
2019 Q1	$15.8M	Sell	402,229 -76,440	-16%	-$2.91M	0.01%	691
2018 Q4	$16.9M	Sell	478,669 -101,313	-17%	-$3.73M	0.02%	608
2018 Q3	$22.2M	Sell	579,982 -23,890	-4%	-$934K	0.02%	612
2018 Q2	$23.6M	Sell	603,872 -7,778	-1%	-$312K	0.02%	555
2018 Q1	$24.5M	Sell	611,650 -13,807	-2%	-$556K	0.02%	548
2017 Q4	$25.3M	Buy	625,457 +11,401	+2%	+$445K	0.02%	545
2017 Q3	$23.6M	Buy	614,056 +6,797	+1%	+$263K	0.02%	544
2017 Q2	$23.1M	Buy	607,259 +6,833	+1%	+$264K	0.02%	548
2017 Q1	$22.5M	Buy	600,426 +24,377	+4%	+$903K	0.02%	531
2016 Q4	$21.8M	Sell	576,049 -18,618	-3%	-$710K	0.02%	525
2016 Q3	$24.8M	Buy	594,667 +17,584	+3%	+$739K	0.03%	487
2016 Q2	$23.9M	Buy	577,083 +49,098	+9%	+$2.05M	0.03%	486
2016 Q1	$21.9M	Sell	527,985 -100,900	-16%	-$3.89M	0.02%	461
2015 Q4	$24.6M	Sell	628,885 -30,945	-5%	-$1.25M	0.03%	416
2015 Q3	$26M	Buy	659,830 +22,726	+4%	+$926K	0.04%	379
2015 Q2	$26.7M	Buy	637,104 +10,099	+2%	+$443K	0.03%	423
2015 Q1	$27.2M	Buy	627,005 +16,901	+3%	+$735K	0.03%	417
2014 Q4	$25.4M	Buy	610,104 +244	+0%	+$10.2K	0.03%	409
2014 Q3	$25.3M	Buy	609,860 +42,293	+7%	+$1.86M	0.03%	420
2014 Q2	$25.1M	Buy	567,567 +37,471	+7%	+$1.62M	0.03%	413
2014 Q1	$21.8M	Buy	530,096 +51,676	+11%	+$2.1M	0.03%	405
2013 Q4	$19.7M	Buy	478,420 +26,230	+6%	+$1.11M	0.03%	387
2013 Q3	$19.1M	Buy	452,190 +23,286	+5%	+$950K	0.03%	353
2013 Q2	$17.1M	Buy	+428,904	New	+$18.6M	0.03%	344

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

Bank of Montreal's RWX Position: Q2 2026 in Review

Bank of Montreal increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 17% in Q2 2026, buying an estimated $166K and bringing the position to 41,934 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Bank of Montreal first reported a position in RWX in Q2 2013 and has held it in 53 quarters since. The position peaked at $27.2M in Q1 2015. 112 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

Bank of Montreal held 41,934 shares of State Street SPDR Dow Jones International Real Estate ETF worth $1.13M as of Q2 2026.
Bank of Montreal bought 6,011 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2026, an estimated $166K.
State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2026 holding.
Bank of Montreal first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's State Street SPDR Dow Jones International Real Estate ETF position peaked at $27.2M in Q1 2015.
112 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.