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

Farther Finance 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 Q1	$3.84K	Sell	142 -15	-10%	-$431	﹤0.01%	4619
2025 Q4	$4.4K	Buy	+157	New	+$4.37K	﹤0.01%	4378
2025 Q3	–	Sell	-207	Closed	-$5.67K	–	5058
2025 Q2	$5.67K	Buy	+207	New	+$5.41K	﹤0.01%	3313
2025 Q1	–	Sell	-1,140	Closed	-$26.3K	–	4403
2024 Q4	$26.3K	Sell	1,140 -15,612	-93%	-$389K	﹤0.01%	1963
2024 Q3	$462K	Sell	16,752 -6,027	-26%	-$158K	0.02%	619
2024 Q2	$544K	Sell	22,779 -150	-0.7%	-$3.77K	0.03%	457
2024 Q1	$592K	Sell	22,929 -786	-3%	-$20.2K	0.04%	358
2023 Q4	$647K	Buy	+23,715	New	+$584K	0.05%	303

Other funds holding RWX

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return