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Money Design’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Money Design’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 		$4.41M Sell
160,839
-10,881
-6% -$284K 0.21% 43
2025
Q1 		$4.2M Buy
171,720
+17,457
+11% +$417K 0.21% 45
2024
Q4 		$3.55M Buy
154,263
+2,382
+2% +$59.3K 0.18% 51
2024
Q3 		$4.19M Sell
151,881
-4,307
-3% -$113K 0.21% 50
2024
Q2 		$3.75M Sell
156,188
-57,285
-27% -$1.44M 0.2% 52
2024
Q1 		$5.57M Buy
213,473
+18,033
+9% +$463K 0.3% 49
2023
Q4 		$5.33M Sell
195,440
-2,626
-1% -$64.7K 0.3% 52
2023
Q3 		$4.71M Buy
198,066
+17,768
+10% +$447K 0.29% 61
2023
Q2 		$4.47M Sell
180,298
-57,047
-24% -$1.5M 0.26% 65
2023
Q1 		$6.24M Buy
237,345
+23,787
+11% +$649K 0.37% 63
2022
Q4 		$5.72M Buy
213,558
+12,523
+6% +$321K 0.36% 70
2022
Q3 		$4.85M Buy
201,035
+54,294
+37% +$1.52M 0.34% 63
2022
Q2 		$4.14M Buy
146,741
+16,372
+13% +$511K 0.31% 67
2022
Q1 		$4.45M Buy
130,369
+28,260
+28% +$954K 0.3% 65
2021
Q4 		$3.63M Buy
102,109
+16,218
+19% +$584K 0.25% 65
2021
Q3 		$3.05M Buy
85,891
+4,952
+6% +$186K 0.25% 46
2021
Q2 		$2.97M Buy
80,939
+7,998
+11% +$293K 0.31% 41
2021
Q1 		$2.51M Buy
72,941
+3,718
+5% +$127K 0.29% 41
2020
Q4 		$2.38M Sell
69,223
-2,299
-3% -$72.9K 0.27% 40
2020
Q3 		$2.13M Buy
71,522
+16,712
+30% +$500K 0.25% 42
2020
Q2 		$1.58M Buy
54,810
+8,811
+19% +$249K 0.23% 47
2020
Q1 		$1.23M Buy
45,999
+9,168
+25% +$325K 0.22% 41
2019
Q4 		$1.42M Buy
36,831
+27,586
+298% +$1.11M 0.25% 40
2019
Q3 		$365K Buy
9,245
+3,366
+57% +$131K 0.08% 48
2019
Q2 		$228K Sell
5,879
-281
-5% -$10.9K 0.05% 45
2019
Q1 		$242K Sell
6,160
-2,966
-33% -$113K 0.06% 46
2018
Q4 		$323K Sell
9,126
-1,661
-15% -$61.2K 0.1% 35
2018
Q3 		$413K Buy
10,787
+2,304
+27% +$90.1K 0.13% 32
2018
Q2 		$332K Buy
8,483
+692
+9% +$27.8K 0.12% 31
2018
Q1 		$312K Buy
7,791
+1,667
+27% +$67.2K 0.13% 28
2017
Q4 		$248K Buy
6,124
+1,465
+31% +$57.2K 0.15% 26
2017
Q3 		$179K Buy
+4,659
New +$181K 0.15% 30

Other funds holding RWX

State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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

Money Design's RWX Position: Q2 2025 in Review

Money Design reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 6.3% in Q2 2025, selling an estimated $284K and leaving 160,839 shares worth $4.41M. The position accounts for 0.21% of the portfolio, ranked #43.

Money Design first reported a position in RWX in Q3 2017 and has held it in 32 quarters since. The position peaked at $6.24M in Q1 2023. 137 funds tracked by Wall St. Rank hold RWX as of Q2 2025.

  • Money Design held 160,839 shares of State Street SPDR Dow Jones International Real Estate ETF worth $4.41M as of Q2 2025.
  • Money Design sold 10,881 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2025, an estimated $284K.
  • State Street SPDR Dow Jones International Real Estate ETF made up 0.21% of Money Design's portfolio in Q2 2025, its #43 holding.
  • Money Design first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2017 and has held it in 32 quarters since.
  • Money Design's State Street SPDR Dow Jones International Real Estate ETF position peaked at $6.24M in Q1 2023.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.