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

Evolution 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	$8.86K	Sell	328 -18	-5%	-$497	0.01%	599
2026 Q1	$9.21K	Buy	346 +4	+1%	+$115	0.01%	524
2025 Q4	$9.58K	Buy	342 +242	+242%	+$6.73K	0.01%	449
2025 Q3	$2.78K	Hold	100	–	–	﹤0.01%	479
2025 Q2	$2.74K	Buy	+100	New	+$2.61K	﹤0.01%	498

Other funds holding RWX

OPCM

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

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

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

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

BAAM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Evolution Wealth Management reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 5.2% in Q2 2026, selling an estimated $497 and leaving 328 shares worth $8.86K. The position accounts for 0.01% of the portfolio, ranked #599.

Evolution Wealth Management first reported a position in RWX in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.58K in Q4 2025. 116 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

Evolution Wealth Management held 328 shares of State Street SPDR Dow Jones International Real Estate ETF worth $8.86K as of Q2 2026.
Evolution Wealth Management sold 18 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2026, an estimated $497.
State Street SPDR Dow Jones International Real Estate ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #599 holding.
Evolution Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $9.58K in Q4 2025.
116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.