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Global Financial Private Client’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Global Financial Private Client’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
-8,217
Closed -$225K – 236
2025
Q2 		$225K Buy
+8,217
New +$215K 0.08% 204
2025
Q1 		– Sell
-5
Closed -$115 – 1698
2024
Q4 		$115 Buy
5
+1
+25% +$25 ﹤0.01% 1450
2024
Q3 		$110 Buy
4
+1
+33% +$26 ﹤0.01% 801
2024
Q2 		$72 Buy
3
+1
+50% +$25 ﹤0.01% 678
2024
Q1 		$52 Sell
2
-1,026
-100% -$26.3K ﹤0.01% 700
2023
Q4 		$28.1K Buy
1,028
+285
+38% +$7.02K 0.01% 355
2023
Q3 		$17.4K Buy
743
+154
+26% +$3.88K 0.01% 382
2023
Q2 		$14.8K Buy
589
+8
+1% +$210 0.01% 399
2023
Q1 		$15.5K Buy
581
+77
+15% +$2.1K 0.01% 396
2022
Q4 		$13.5K Sell
504
-519
-51% -$13.3K 0.01% 394
2022
Q3 		$25.1K Buy
1,023
+227
+29% +$6.34K 0.01% 335
2022
Q2 		$22.5K Buy
796
+793
+26,433% +$24.8K 0.01% 333
2022
Q1 		$104 Buy
+3
New +$101 ﹤0.01% 648
2020
Q3 		– Sell
-2,528
Closed -$74K – 504
2020
Q2 		$74K Sell
2,528
-110
-4% -$3.11K 0.06% 169
2020
Q1 		$68.1K Hold
2,638
– – 0.07% 175
2019
Q4 		$102K Buy
+2,638
New +$106K 0.09% 163

Other funds holding RWX

OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
ITB
Idaho Trust Bank Boise, Idaho $342M AUM 17.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Global Financial Private Client's RWX Position: Q3 2025 in Review

Global Financial Private Client sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2025, closing a stake of 8,217 shares — an estimated $225K sold.

Global Financial Private Client first reported a position in RWX in Q4 2019 and held it in 16 quarters. The position peaked at $225K in Q2 2025. 112 funds tracked by Wall St. Rank hold RWX as of Q3 2025.

  • Global Financial Private Client reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8,217 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2025, an estimated $225K.
  • Global Financial Private Client first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2019 and held it in 16 quarters.
  • Global Financial Private Client's State Street SPDR Dow Jones International Real Estate ETF position peaked at $225K 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 Global Financial Private Client's 13F filing for Q3 2025, filed 21 Oct 2025.