Carson Wealth (CWM LLC)’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-511
| Closed | -$14K | – | 5602 |
|
|
2025
Q3 | $14K | Sell |
511
-1,228
| -71% | -$33.8K | ﹤0.01% | 4325 |
|
|
2025
Q2 | $48K | Sell |
1,739
-1,685
| -49% | -$44K | ﹤0.01% | 3320 |
|
|
2025
Q1 | $84K | Buy |
3,424
+1,668
| +95% | +$39.9K | ﹤0.01% | 2573 |
|
|
2024
Q4 | $40K | Hold |
1,756
| – | – | ﹤0.01% | 2963 |
|
|
2024
Q3 | $48K | Sell |
1,756
-1
| -0.1% | -$26 | ﹤0.01% | 2724 |
|
|
2024
Q2 | $42K | Buy |
1,757
+13
| +0.7% | +$326 | ﹤0.01% | 2597 |
|
|
2024
Q1 | $46K | Buy |
1,744
+1,657
| +1,905% | +$42.5K | ﹤0.01% | 2343 |
|
|
2023
Q4 | $2K | Buy |
87
+52
| +149% | +$1.28K | ﹤0.01% | 3841 |
|
|
2023
Q3 | $1K | Sell |
35
-12
| -26% | -$302 | ﹤0.01% | 4068 |
|
|
2023
Q2 | $1K | Buy |
47
+15
| +47% | +$394 | ﹤0.01% | 4054 |
|
|
2023
Q1 | $1K | Buy |
32
+24
| +300% | +$655 | ﹤0.01% | 3913 |
|
|
2022
Q4 | $0 | Sell |
8
-151
| -95% | -$3.87K | ﹤0.01% | 4219 |
|
|
2022
Q3 | $4K | Hold |
159
| – | – | ﹤0.01% | 3209 |
|
|
2022
Q2 | $4K | Sell |
159
-209
| -57% | -$6.53K | ﹤0.01% | 3127 |
|
|
2022
Q1 | $13K | Buy |
368
+134
| +57% | +$4.52K | ﹤0.01% | 2338 |
|
|
2021
Q4 | $8K | Buy |
+234
| New | +$8.43K | ﹤0.01% | 2497 |
|
|
2021
Q2 | $9K | Hold |
234
| – | – | ﹤0.01% | 2157 |
|
|
2021
Q1 | $9K | Hold |
234
| – | – | ﹤0.01% | 2157 |
|
|
2020
Q4 | $9K | Hold |
234
| – | – | ﹤0.01% | 2157 |
|
|
2020
Q3 | $9K | Hold |
234
| – | – | ﹤0.01% | 2157 |
|
|
2020
Q2 | $9K | Hold |
234
| – | – | ﹤0.01% | 2157 |
|
|
2020
Q1 | $9K | Hold |
234
| – | – | ﹤0.01% | 2156 |
|
|
2019
Q4 | $9K | Hold |
234
| – | – | ﹤0.01% | 2156 |
|
|
2019
Q3 | $9K | Hold |
234
| – | – | ﹤0.01% | 2156 |
|
|
2019
Q2 | $9K | Hold |
234
| – | – | ﹤0.01% | 2155 |
|
|
2019
Q1 | $9K | Sell |
234
-1,315
| -85% | -$50.1K | ﹤0.01% | 2155 |
|
|
2018
Q4 | $55K | Sell |
1,549
-592
| -28% | -$21.8K | ﹤0.01% | 862 |
|
|
2018
Q3 | $82K | Hold |
2,141
| – | – | ﹤0.01% | 652 |
|
|
2018
Q2 | $84K | Buy |
2,141
+1,520
| +245% | +$61K | ﹤0.01% | 547 |
|
|
2018
Q1 | $25K | Sell |
621
-1,042
| -63% | -$42K | ﹤0.01% | 674 |
|
|
2017
Q4 | $67K | Hold |
1,663
| – | – | ﹤0.01% | 482 |
|
|
2017
Q3 | $64K | Sell |
1,663
-189
| -10% | -$7.33K | ﹤0.01% | 476 |
|
|
2017
Q2 | $71K | Sell |
1,852
-334
| -15% | -$12.9K | ﹤0.01% | 429 |
|
|
2017
Q1 | $82K | Buy |
2,186
+523
| +31% | +$19.4K | ﹤0.01% | 381 |
|
|
2016
Q4 | $60K | Hold |
1,663
| – | – | ﹤0.01% | 421 |
|
|
2016
Q3 | $69K | Hold |
1,663
| – | – | ﹤0.01% | 380 |
|
|
2016
Q2 | $69K | Hold |
1,663
| – | – | 0.01% | 344 |
|
|
2016
Q1 | $69K | Buy |
+1,663
| New | +$64.1K | 0.01% | 311 |
|
Other funds holding RWX
OPCM
BAAM
AC
ITB
RPG
Carson Wealth (CWM LLC)'s RWX Position: Q4 2025 in Review
Carson Wealth (CWM LLC) sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2025, closing a stake of 511 shares — an estimated $14K sold.
Carson Wealth (CWM LLC) first reported a position in RWX in Q1 2016 and held it in 38 quarters. The position peaked at $84K in Q1 2025. 118 funds tracked by Wall St. Rank hold RWX as of Q4 2025.
- Carson Wealth (CWM LLC) reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 511 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2025, an estimated $14K.
- Carson Wealth (CWM LLC) first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2016 and held it in 38 quarters.
- Carson Wealth (CWM LLC)'s State Street SPDR Dow Jones International Real Estate ETF position peaked at $84K in Q1 2025.
- 118 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.