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

LPL Financial’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	$541K	Sell	20,309 -3,367	-14%	-$96.7K	﹤0.01%	4696
2025 Q4	$663K	Sell	23,676 -44,366	-65%	-$1.23M	﹤0.01%	4461
2025 Q3	$1.89M	Sell	68,042 -392,645	-85%	-$10.8M	﹤0.01%	3370
2025 Q2	$12.6M	Buy	460,687 +433,655	+1,604%	+$11.3M	﹤0.01%	1556
2025 Q1	$662K	Sell	27,032 -13,442	-33%	-$321K	﹤0.01%	3906
2024 Q4	$933K	Buy	40,474 +357	+0.9%	+$8.88K	﹤0.01%	3550
2024 Q3	$1.11M	Buy	40,117 +1,556	+4%	+$40.8K	﹤0.01%	3298
2024 Q2	$925K	Sell	38,561 -2,348	-6%	-$58.9K	﹤0.01%	3333
2024 Q1	$1.07M	Sell	40,909 -14,087	-26%	-$361K	﹤0.01%	3120
2023 Q4	$1.5M	Sell	54,996 -2,075	-4%	-$51.1K	﹤0.01%	2676
2023 Q3	$1.36M	Buy	57,071 +511	+0.9%	+$12.9K	﹤0.01%	2637
2023 Q2	$1.4M	Sell	56,560 -62,079	-52%	-$1.63M	﹤0.01%	2573
2023 Q1	$3.12M	Sell	118,639 -4,614	-4%	-$126K	﹤0.01%	1816
2022 Q4	$3.3M	Sell	123,253 -39,972	-24%	-$1.02M	﹤0.01%	1705
2022 Q3	$3.94M	Buy	163,225 +25,708	+19%	+$718K	﹤0.01%	1542
2022 Q2	$3.88M	Buy	137,517 +28,339	+26%	+$885K	﹤0.01%	1566
2022 Q1	$3.72M	Sell	109,178 -6,544	-6%	-$221K	﹤0.01%	1624
2021 Q4	$4.12M	Buy	115,722 +63,875	+123%	+$2.3M	﹤0.01%	1576
2021 Q3	$1.84M	Buy	51,847 +12,382	+31%	+$464K	﹤0.01%	2118
2021 Q2	$1.45M	Buy	39,465 +570	+1%	+$20.9K	﹤0.01%	2245
2021 Q1	$1.34M	Buy	38,895 +1,267	+3%	+$43.3K	﹤0.01%	2150
2020 Q4	$1.28M	Sell	37,628 -5,409	-13%	-$172K	﹤0.01%	1990
2020 Q3	$1.28M	Buy	43,037 +2,149	+5%	+$64.3K	﹤0.01%	1740
2020 Q2	$1.18M	Sell	40,888 -4,045	-9%	-$114K	﹤0.01%	1703
2020 Q1	$1.2M	Sell	44,933 -1,194	-3%	-$42.3K	﹤0.01%	1498
2019 Q4	$1.79M	Buy	46,127 +803	+2%	+$32.3K	﹤0.01%	1430
2019 Q3	$1.79M	Sell	45,324 -8,906	-16%	-$346K	﹤0.01%	1336
2019 Q2	$2.1M	Sell	54,230 -1,726	-3%	-$67K	﹤0.01%	1224
2019 Q1	$2.2M	Buy	55,956 +373	+0.7%	+$14.2K	0.01%	1147
2018 Q4	$1.96M	Sell	55,583 -7,866	-12%	-$290K	0.01%	1086
2018 Q3	$2.43M	Sell	63,449 -37,331	-37%	-$1.46M	0.01%	1051
2018 Q2	$3.94M	Sell	100,780 -4,460	-4%	-$179K	0.01%	815
2018 Q1	$4.21M	Buy	105,240 +16,748	+19%	+$675K	0.01%	763
2017 Q4	$3.58M	Buy	88,492 +27,501	+45%	+$1.07M	0.01%	781
2017 Q3	$2.34M	Buy	60,991 +1,529	+3%	+$59.3K	0.01%	903
2017 Q2	$2.27M	Buy	59,462 +9,727	+20%	+$376K	0.01%	856
2017 Q1	$1.86M	Sell	49,735 -9,253	-16%	-$343K	0.01%	887
2016 Q4	$2.13M	Sell	58,988 -12,083	-17%	-$461K	0.02%	762
2016 Q3	$2.91M	Buy	71,071 +2,603	+4%	+$109K	0.03%	584
2016 Q2	$2.77M	Sell	68,468 -76,785	-53%	-$3.21M	0.02%	596
2016 Q1	$5.92M	Buy	145,253 +15,183	+12%	+$585K	0.02%	641
2015 Q4	$5.05M	Buy	130,070 +57,556	+79%	+$2.32M	0.01%	716
2015 Q3	$2.96M	Sell	72,514 -62,949	-46%	-$2.57M	0.02%	669
2015 Q2	$5.64M	Buy	135,463 +8,499	+7%	+$373K	0.03%	469
2015 Q1	$5.53M	Buy	126,964 +34,382	+37%	+$1.5M	0.03%	465
2014 Q4	$3.85M	Buy	92,582 +4,327	+5%	+$181K	0.02%	595
2014 Q3	$3.63M	Sell	88,255 -117,010	-57%	-$5.15M	0.02%	588
2014 Q2	$9.08M	Buy	205,265 +125,087	+156%	+$5.41M	0.05%	297
2014 Q1	$3.3M	Sell	80,178 -11,179	-12%	-$454K	0.02%	595
2013 Q4	$3.76M	Buy	91,357 +7,795	+9%	+$328K	0.02%	534
2013 Q3	$3.59M	Sell	83,562 -20,314	-20%	-$828K	0.02%	524
2013 Q2	$4.14M	Buy	+103,876	New	+$4.5M	0.03%	435

Other funds holding RWX

OPCM

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

BAAM

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

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

OMC

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

ITB

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

LPL Financial's RWX Position: Q1 2026 in Review

LPL Financial reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 14% in Q1 2026, selling an estimated $96.7K and leaving 20,309 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #4696.

LPL Financial first reported a position in RWX in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.6M in Q2 2025. 116 funds tracked by Wall St. Rank hold RWX as of Q1 2026.

LPL Financial held 20,309 shares of State Street SPDR Dow Jones International Real Estate ETF worth $541K as of Q1 2026.
LPL Financial sold 3,367 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2026, an estimated $96.7K.
State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4696 holding.
LPL Financial first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
LPL Financial's State Street SPDR Dow Jones International Real Estate ETF position peaked at $12.6M in Q2 2025.
116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.