Mutual Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Mutual Advisors’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	$870K	Sell	32,691 -209	-0.6%	-$6K	0.02%	654
2025 Q4	$921K	Sell	32,900 -501	-1%	-$13.9K	0.02%	606
2025 Q3	$947K	Buy	33,401 +2,054	+7%	+$56.5K	0.02%	591
2025 Q2	$846K	Buy	+31,347	New	+$819K	0.02%	578
2021 Q2	–	Sell	-30,727	Closed	-$1.06M	–	847
2021 Q1	$1.06M	Buy	+30,727	New	+$1.05M	0.07%	314
2020 Q2	–	Sell	-21,478	Closed	-$575K	–	673
2020 Q1	$575K	Buy	+21,478	New	+$762K	0.08%	263

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

Mutual Advisors's RWX Position: Q1 2026 in Review

Mutual Advisors reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 0.64% in Q1 2026, selling an estimated $6K and leaving 32,691 shares worth $870K. The position accounts for 0.02% of the portfolio, ranked #654.

Mutual Advisors first reported a position in RWX in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.06M in Q1 2021. 116 funds tracked by Wall St. Rank hold RWX as of Q1 2026.

Mutual Advisors held 32,691 shares of State Street SPDR Dow Jones International Real Estate ETF worth $870K as of Q1 2026.
Mutual Advisors sold 209 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2026, an estimated $6K.
State Street SPDR Dow Jones International Real Estate ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #654 holding.
Mutual Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2020 and has held it in 6 quarters since.
Mutual Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.06M in Q1 2021.
116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.