Bear Mountain Capital’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Bear Mountain Capital’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 Q1	$135K	Sell	4,686 -147	-3%	-$4.22K	0.04%	42
2025 Q4	$139K	Buy	4,833 +99	+2%	+$2.75K	0.04%	43
2025 Q3	$132K	Sell	4,734 -626	-12%	-$17.2K	0.04%	43
2025 Q2	$143K	Sell	5,360 -389	-7%	-$10.2K	0.05%	42
2025 Q1	$150K	Sell	5,749 -888	-13%	-$21.2K	0.06%	41
2024 Q4	$154K	Sell	6,637 -1,498	-18%	-$37.3K	0.06%	39
2024 Q3	$215K	Sell	8,135 -242	-3%	-$6.34K	0.08%	40
2024 Q2	$214K	Hold	8,377	–	–	0.09%	41
2024 Q1	$205K	Sell	8,377 -178	-2%	-$4.57K	0.09%	43
2023 Q4	$224K	Buy	+8,555	New	+$211K	0.09%	42

Other funds holding RWX

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return