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

Empirical 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
2026 Q2	$257K	Buy	9,532 +1,012	+12%	+$27.9K	﹤0.01%	920
2026 Q1	$227K	Buy	8,520 +606	+8%	+$17.4K	﹤0.01%	902
2025 Q4	$222K	Buy	7,914 +1	+0%	+$28	﹤0.01%	820
2025 Q3	$220K	Hold	7,913	–	–	﹤0.01%	725
2025 Q2	$217K	Sell	7,913 -1,945	-20%	-$50.8K	﹤0.01%	623
2025 Q1	$241K	Buy	+9,858	New	+$236K	0.01%	560
2024 Q4	–	Sell	-8,236	Closed	-$227K	–	626
2024 Q3	$227K	Sell	8,236 -1,650	-17%	-$43.3K	0.01%	516
2024 Q2	$237K	Sell	9,886 -984	-9%	-$24.7K	0.01%	502
2024 Q1	$284K	Sell	10,870 -2,791	-20%	-$71.6K	0.01%	451
2023 Q4	$373K	Buy	13,661 +174	+1%	+$4.29K	0.01%	361
2023 Q3	$321K	Sell	13,487 -150	-1%	-$3.78K	0.01%	358
2023 Q2	$338K	Sell	13,637 -1,413	-9%	-$37.1K	0.01%	357
2023 Q1	$396K	Sell	15,050 -300	-2%	-$8.18K	0.02%	355
2022 Q4	$411K	Sell	15,350 -25	-0.2%	-$640	0.02%	337
2022 Q3	$371K	Sell	15,375 -10,610	-41%	-$296K	0.02%	342
2022 Q2	$733K	Sell	25,985 -225	-0.9%	-$7.03K	0.04%	242
2022 Q1	$894K	Sell	26,210 -1,840	-7%	-$62.1K	0.04%	231
2021 Q4	$999K	Buy	28,050 +1,400	+5%	+$50.4K	0.05%	216
2021 Q3	$946K	Sell	26,650 -170	-0.6%	-$6.38K	0.05%	202
2021 Q2	$985K	Buy	26,820 +12,350	+85%	+$453K	0.06%	191
2021 Q1	$498K	Sell	14,470 -12,700	-47%	-$434K	0.04%	249
2020 Q4	$926K	Sell	27,170 -120	-0.4%	-$3.81K	0.07%	161
2020 Q3	$811K	Sell	27,290 -5,000	-15%	-$150K	0.07%	158
2020 Q2	$931K	Buy	32,290 +6,390	+25%	+$181K	0.09%	134
2020 Q1	$693K	Buy	+25,900	New	+$918K	0.08%	143

Other funds holding RWX

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Empirical Wealth Management's RWX Position: Q2 2026 in Review

Empirical Wealth Management increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 12% in Q2 2026, buying an estimated $27.9K and bringing the position to 9,532 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Empirical Wealth Management first reported a position in RWX in Q1 2020 and has held it in 25 quarters since. The position peaked at $999K in Q4 2021. 12 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

Empirical Wealth Management held 9,532 shares of State Street SPDR Dow Jones International Real Estate ETF worth $257K as of Q2 2026.
Empirical Wealth Management bought 1,012 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2026, an estimated $27.9K.
State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #920 holding.
Empirical Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2020 and has held it in 25 quarters since.
Empirical Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $999K in Q4 2021.
12 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.