Glass Jacobson Investment Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Glass Jacobson Investment 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
2025 Q2	–	Sell	-689	Closed	-$15.9K	–	784
2025 Q1	$15.9K	Hold	689	–	–	0.01%	548
2024 Q4	$15.9K	Hold	689	–	–	0.01%	548
2024 Q3	$19K	Hold	689	–	–	0.01%	504
2024 Q2	$16.5K	Hold	689	–	–	0.01%	504
2024 Q1	$18K	Hold	689	–	–	0.01%	490
2023 Q4	$18.8K	Hold	689	–	–	0.01%	450
2023 Q3	$16.4K	Hold	689	–	–	0.01%	449
2023 Q2	$17.1K	Buy	+689	New	+$18.1K	0.01%	444
2022 Q4	$18.4K	Buy	+689	New	+$17.6K	0.01%	442

Other funds holding RWX

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Glass Jacobson Investment Advisors's RWX Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2025, closing a stake of 689 shares — an estimated $15.9K sold.

Glass Jacobson Investment Advisors first reported a position in RWX in Q4 2022 and held it in 9 quarters. The position peaked at $19K in Q3 2024. 137 funds tracked by Wall St. Rank hold RWX as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 689 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2025, an estimated $15.9K.
Glass Jacobson Investment Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $19K in Q3 2024.
137 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.