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

Mission Wealth 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
2026 Q1	$369K	Sell	13,870 -3,213	-19%	-$92.3K	0.01%	565
2025 Q4	$478K	Sell	17,083 -1,303	-7%	-$36.2K	0.01%	499
2025 Q3	$511K	Sell	18,386 -232	-1%	-$6.38K	0.01%	481
2025 Q2	$510K	Sell	18,618 -1,490	-7%	-$38.9K	0.01%	471
2025 Q1	$492K	Buy	20,108 +1,783	+10%	+$42.6K	0.01%	451
2024 Q4	$422K	Sell	18,325 -2,260	-11%	-$56.2K	0.01%	463
2024 Q3	$568K	Sell	20,585 -4,006	-16%	-$105K	0.01%	405
2024 Q2	$590K	Buy	24,591 +740	+3%	+$18.6K	0.02%	375
2024 Q1	$622K	Sell	23,851 -6,947	-23%	-$178K	0.02%	380
2023 Q4	$840K	Sell	30,798 -10,078	-25%	-$248K	0.03%	276
2023 Q3	$972K	Sell	40,876 -1,075	-3%	-$27.1K	0.04%	224
2023 Q2	$1.04M	Sell	41,951 -736	-2%	-$19.3K	0.04%	207
2023 Q1	$1.12M	Sell	42,687 -3,242	-7%	-$88.4K	0.05%	200
2022 Q4	$1.23M	Buy	45,929 +6,877	+18%	+$176K	0.06%	175
2022 Q3	$942K	Sell	39,052 -360	-0.9%	-$10.1K	0.05%	195
2022 Q2	$1.11M	Buy	39,412 +301	+0.8%	+$9.4K	0.06%	178
2022 Q1	$1.33M	Buy	39,111 +1,051	+3%	+$35.5K	0.06%	157
2021 Q4	$1.35M	Sell	38,060 -1,092	-3%	-$39.3K	0.06%	153
2021 Q3	$1.39M	Sell	39,152 -9,237	-19%	-$346K	0.07%	139
2021 Q2	$1.78M	Sell	48,389 -4,746	-9%	-$174K	0.09%	109
2021 Q1	$1.83M	Sell	53,135 -2,700	-5%	-$92.2K	0.11%	96
2020 Q4	$1.9M	Sell	55,835 -5,259	-9%	-$167K	0.12%	86
2020 Q3	$1.81M	Sell	61,094 -5,591	-8%	-$167K	0.14%	77
2020 Q2	$1.92M	Sell	66,685 -10,702	-14%	-$303K	0.17%	71
2020 Q1	$2.07M	Buy	77,387 +58,189	+303%	+$2.06M	0.23%	59
2019 Q4	$745K	Sell	19,198 -2,422	-11%	-$97.5K	0.07%	139
2019 Q3	$854K	Buy	21,620 +238	+1%	+$9.25K	0.09%	117
2019 Q2	$829K	Sell	21,382 -1,866	-8%	-$72.4K	0.09%	117
2019 Q1	$913K	Sell	23,248 -638	-3%	-$24.3K	0.11%	104
2018 Q4	$844K	Sell	23,886 -2,617	-10%	-$96.5K	0.11%	100
2018 Q3	$1.01M	Buy	26,503 +222	+0.8%	+$8.68K	0.13%	92
2018 Q2	$1.03M	Buy	26,281 +1,002	+4%	+$40.2K	0.15%	83
2018 Q1	$1.01M	Buy	25,279 +5,643	+29%	+$227K	0.16%	75
2017 Q4	$795K	Buy	19,636 +50	+0.3%	+$1.95K	0.14%	79
2017 Q3	$752K	Sell	19,586 -523	-3%	-$20.3K	0.14%	80
2017 Q2	$766K	Sell	20,109 -545	-3%	-$21.1K	0.15%	77
2017 Q1	$772K	Sell	20,654 -657	-3%	-$24.3K	0.15%	74
2016 Q4	$769K	Sell	21,311 -129,542	-86%	-$4.94M	0.15%	70
2016 Q3	$6.29M	Buy	+150,853	New	+$6.34M	1.52%	15
2016 Q2	–	Sell	-217,763	Closed	-$9.03M	–	173
2016 Q1	$9.03M	Sell	217,763 -7,262	-3%	-$280K	2.43%	11
2015 Q4	$8.8M	Buy	225,025 +18,771	+9%	+$756K	2.48%	11
2015 Q3	$8.11M	Buy	206,254 +10,817	+6%	+$441K	2.46%	11
2015 Q2	$8.47M	Buy	+195,437	New	+$8.58M	2.9%	9