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

EverSource Wealth Advisors’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	$1.08K	Sell	40 -535	-93%	-$14.8K	﹤0.01%	3938
2026 Q1	$15.3K	Buy	575 +50	+10%	+$1.44K	﹤0.01%	2668
2025 Q4	$14.7K	Hold	525	–	–	﹤0.01%	2586
2025 Q3	$14.6K	Hold	525	–	–	﹤0.01%	2582
2025 Q2	$14.4K	Buy	525 +485	+1,213%	+$12.7K	﹤0.01%	2560
2025 Q1	$979	Hold	40	–	–	﹤0.01%	3237
2024 Q4	$922	Hold	40	–	–	﹤0.01%	2996
2024 Q3	$1.1K	Hold	40	–	–	﹤0.01%	2706
2024 Q2	$1.02K	Hold	40	–	–	﹤0.01%	2738
2024 Q1	$991	Hold	40	–	–	﹤0.01%	2584
2023 Q4	$1.09K	Hold	40	–	–	﹤0.01%	2372
2023 Q3	$951	Hold	40	–	–	﹤0.01%	2247
2023 Q2	$991	Hold	40	–	–	﹤0.01%	2234
2023 Q1	$1.05K	Hold	40	–	–	﹤0.01%	2102
2022 Q4	$1.07K	Hold	40	–	–	﹤0.01%	2070
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	1880
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	1665
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	1663
2021 Q4	$1K	Buy	+40	New	+$1.44K	﹤0.01%	1723

Other funds holding RWX

OPCM

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $128M AUM

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

EverSource Wealth Advisors's RWX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 93% in Q2 2026, selling an estimated $14.8K and leaving 40 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3938.

EverSource Wealth Advisors first reported a position in RWX in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.3K in Q1 2026. 56 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

EverSource Wealth Advisors held 40 shares of State Street SPDR Dow Jones International Real Estate ETF worth $1.08K as of Q2 2026.
EverSource Wealth Advisors sold 535 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2026, an estimated $14.8K.
State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3938 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $15.3K in Q1 2026.
56 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.