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

GeoWealth 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
2025 Q3	–	Sell	-10,124	Closed	-$277K	–	1132
2025 Q2	$277K	Buy	+10,124	New	+$264K	0.01%	563
2022 Q4	–	Sell	-9,109	Closed	-$218K	–	390
2022 Q3	$218K	Buy	9,109 +1,499	+20%	+$41.9K	0.02%	229
2022 Q2	$216K	Buy	+7,610	New	+$238K	0.03%	239

Other funds holding RWX

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 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

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

BAAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWP

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

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

ITB

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GeoWealth Management's RWX Position: Q3 2025 in Review

GeoWealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2025, closing a stake of 10,124 shares — an estimated $277K sold.

GeoWealth Management first reported a position in RWX in Q2 2022 and held it in 3 quarters. The position peaked at $277K in Q2 2025. 112 funds tracked by Wall St. Rank hold RWX as of Q3 2025.

GeoWealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 10,124 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2025, an estimated $277K.
GeoWealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2022 and held it in 3 quarters.
GeoWealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $277K in Q2 2025.
112 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.