Barrett & Company’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Barrett & Company’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	$23.9K	Buy	+886	New	+$24.4K	0.01%	400
2023 Q1	–	Sell	-1,855	Closed	-$49.7K	–	604
2022 Q4	$49.7K	Hold	1,855	–	–	0.03%	232
2022 Q3	$49.7K	Buy	+1,855	New	+$51.8K	0.03%	232

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

Barrett & Company's RWX Position: Q2 2026 in Review

Barrett & Company opened a new position in State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2026: 886 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: Barrett & Company previously reported a position in RWX as recently as Q4 2022.

Barrett & Company first reported a position in RWX in Q3 2022 and has held it in 3 quarters since. The position peaked at $49.7K in Q4 2022. 115 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

Barrett & Company held 886 shares of State Street SPDR Dow Jones International Real Estate ETF worth $23.9K as of Q2 2026.
State Street SPDR Dow Jones International Real Estate ETF was a new Barrett & Company position in Q2 2026.
State Street SPDR Dow Jones International Real Estate ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #400 holding.
Barrett & Company first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2022 and has held it in 3 quarters since.
Barrett & Company's State Street SPDR Dow Jones International Real Estate ETF position peaked at $49.7K in Q4 2022.
115 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.