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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return