Indiana Trust & Investment Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Indiana Trust & Investment 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 Q2	–	Sell	-85	Closed	-$2.08K	–	497
2025 Q1	$2.08K	Sell	85 -161	-65%	-$3.85K	﹤0.01%	446
2024 Q4	$5.67K	Hold	246	–	–	﹤0.01%	425
2024 Q3	$6.78K	Sell	246 -500	-67%	-$13.1K	﹤0.01%	434
2024 Q2	$17.9K	Sell	746 -2,416	-76%	-$60.6K	0.01%	344
2024 Q1	$82.5K	Hold	3,162	–	–	0.03%	236
2023 Q4	$86.3K	Sell	3,162 -661	-17%	-$16.3K	0.04%	215
2023 Q3	$90.9K	Buy	+3,823	New	+$96.3K	0.05%	209
2020 Q1	–	Sell	-5,725	Closed	-$222K	–	114
2019 Q4	$222K	Buy	5,725 +83	+1%	+$3.34K	0.12%	108
2019 Q3	$223K	Hold	5,642	–	–	0.12%	107
2019 Q2	$219K	Hold	5,642	–	–	0.12%	108
2019 Q1	$222K	Buy	+5,642	New	+$215K	0.12%	106
2018 Q4	–	Sell	-5,642	Closed	-$216K	–	123
2018 Q3	$216K	Hold	5,642	–	–	0.1%	119
2018 Q2	$221K	Hold	5,642	–	–	0.11%	112
2018 Q1	$226K	Hold	5,642	–	–	0.1%	115
2017 Q4	$228K	Hold	5,642	–	–	0.11%	112
2017 Q3	$217K	Hold	5,642	–	–	0.1%	115
2017 Q2	$215K	Hold	5,642	–	–	0.11%	115
2017 Q1	$211K	Hold	5,642	–	–	0.11%	113
2016 Q4	$204K	Hold	5,642	–	–	0.11%	108
2016 Q3	$235K	Sell	5,642 -389	-6%	-$16.4K	0.12%	107
2016 Q2	$250K	Hold	6,031	–	–	0.13%	105
2016 Q1	$250K	Buy	+6,031	New	+$232K	0.13%	104
2015 Q4	–	Sell	-5,342	Closed	-$210K	–	128
2015 Q3	$210K	Buy	+5,342	New	+$218K	0.12%	109

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 $58.2B AUM 22.78% 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

Indiana Trust & Investment Management's RWX Position: Q2 2025 in Review

Indiana Trust & Investment Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2025, closing a stake of 85 shares — an estimated $2.08K sold.

Indiana Trust & Investment Management first reported a position in RWX in Q3 2015 and held it in 23 quarters. The position peaked at $250K in Q2 2016. 137 funds tracked by Wall St. Rank hold RWX as of Q2 2025.

Indiana Trust & Investment Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Indiana Trust & Investment Management sold 85 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2025, an estimated $2.08K.
Indiana Trust & Investment Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2015 and held it in 23 quarters.
Indiana Trust & Investment Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $250K in Q2 2016.
137 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2025.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2025, filed 23 Jul 2025.