Congress Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Congress Wealth Management’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
2024 Q4	–	Sell	-15,831	Closed	-$436K	–	920
2024 Q3	$436K	Hold	15,831	–	–	0.01%	657
2024 Q2	$380K	Sell	15,831 -100,105	-86%	-$2.51M	0.01%	571
2024 Q1	$3.02M	Hold	115,936	–	–	0.05%	276
2023 Q4	$3.16M	Hold	115,936	–	–	0.06%	266
2023 Q3	$2.76M	Hold	115,936	–	–	0.06%	272
2023 Q2	$2.87M	Sell	115,936 -65	-0.1%	-$1.71K	0.07%	236
2023 Q1	$3.05M	Sell	116,001 -20,000	-15%	-$545K	0.07%	231
2022 Q4	$3.64M	Hold	136,001	–	–	0.09%	206
2022 Q3	$3.28M	Sell	136,001 -152	-0.1%	-$4.25K	0.09%	219
2022 Q2	$3.84M	Sell	136,153 -964	-0.7%	-$30.1K	0.1%	213
2022 Q1	$4.68M	Sell	137,117 -19,782	-13%	-$667K	0.1%	214
2021 Q4	$5.59M	Buy	+156,899	New	+$5.65M	0.11%	208

Other funds holding RWX

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Congress Wealth Management's RWX Position: Q4 2024 in Review

Congress Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2024, closing a stake of 15,831 shares — an estimated $436K sold.

Congress Wealth Management first reported a position in RWX in Q4 2021 and held it in 12 quarters. The position peaked at $5.59M in Q4 2021. 123 funds tracked by Wall St. Rank hold RWX as of Q4 2024.

Congress Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Congress Wealth Management sold 15,831 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2024, an estimated $436K.
Congress Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2021 and held it in 12 quarters.
Congress Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $5.59M in Q4 2021.
123 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.