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

Corient Private Wealth’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
2025 Q2	–	Sell	-9,082	Closed	-$222K	–	2520
2025 Q1	$222K	Sell	9,082 -5,299	-37%	-$127K	﹤0.01%	2010
2024 Q4	$331K	Sell	14,381 -2,597	-15%	-$64.6K	﹤0.01%	1842
2024 Q3	$468K	Sell	16,978 -14,948	-47%	-$392K	﹤0.01%	1777
2024 Q2	$766K	Sell	31,926 -1,817	-5%	-$45.6K	﹤0.01%	1437
2024 Q1	$880K	Buy	33,743 +1,495	+5%	+$38.4K	﹤0.01%	1356
2023 Q4	$880K	Sell	32,248 -7,223	-18%	-$178K	﹤0.01%	1333
2023 Q3	$939K	Sell	39,471 -6,610	-14%	-$166K	﹤0.01%	1214
2023 Q2	$1.14M	Sell	46,081 -27	-0.1%	-$708	﹤0.01%	1101
2023 Q1	$1.21M	Sell	46,108 -1,522	-3%	-$41.5K	﹤0.01%	1017
2022 Q4	$1.28M	Buy	+47,630	New	+$1.22M	﹤0.01%	839

Other funds holding RWX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Corient Private Wealth's RWX Position: Q2 2025 in Review

Corient Private Wealth sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2025, closing a stake of 9,082 shares — an estimated $222K sold.

Corient Private Wealth first reported a position in RWX in Q4 2022 and held it in 10 quarters. The position peaked at $1.28M in Q4 2022. 137 funds tracked by Wall St. Rank hold RWX as of Q2 2025.

Corient Private Wealth reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Corient Private Wealth sold 9,082 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2025, an estimated $222K.
Corient Private Wealth first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2022 and held it in 10 quarters.
Corient Private Wealth's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.28M in Q4 2022.
137 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.