NewSquare Capital’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-111	Closed	-$3.04K	–	1020
2025 Q2	$3.04K	Buy	+111	New	+$2.9K	﹤0.01%	893
2024 Q2	–	Sell	-236	Closed	-$6.16K	–	439
2024 Q1	$6.16K	Hold	236	–	–	﹤0.01%	284
2023 Q4	$6.44K	Hold	236	–	–	﹤0.01%	308
2023 Q3	$5.61K	Hold	236	–	–	﹤0.01%	371
2023 Q2	$5.85K	Hold	236	–	–	﹤0.01%	404
2023 Q1	$6.2K	Buy	+236	New	+$6.44K	﹤0.01%	418
2022 Q4	–	Sell	-124	Closed	-$3K	–	867
2022 Q3	$3K	Buy	+124	New	+$3.46K	﹤0.01%	336
2016 Q2	–	Sell	-516	Closed	-$21K	–	395
2016 Q1	$21K	Hold	516	–	–	0.01%	222
2015 Q4	$20K	Buy	+516	New	+$20.8K	0.01%	199
2015 Q3	–	Sell	-41	Closed	-$2K	–	348
2015 Q2	$2K	Hold	41	–	–	﹤0.01%	312
2015 Q1	$2K	Hold	41	–	–	﹤0.01%	283
2014 Q4	$2K	Hold	41	–	–	﹤0.01%	288
2014 Q3	$2K	Buy	+41	New	+$1.8K	﹤0.01%	293
2013 Q4	–	Sell	-355	Closed	-$15K	–	266
2013 Q3	$15K	Sell	355 -82,051	-100%	-$3.35M	0.01%	158
2013 Q2	$3.29M	Buy	+82,406	New	+$3.57M	1.63%	20

Other funds holding RWX

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

ITB

Idaho Trust Bank Boise, Idaho $342M AUM 17.92% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NewSquare Capital's RWX Position: Q3 2025 in Review

NewSquare Capital sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2025, closing a stake of 111 shares — an estimated $3.04K sold.

NewSquare Capital first reported a position in RWX in Q2 2013 and held it in 15 quarters. The position peaked at $3.29M in Q2 2013. 112 funds tracked by Wall St. Rank hold RWX as of Q3 2025.

NewSquare Capital reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 111 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2025, an estimated $3.04K.
NewSquare Capital first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 15 quarters.
NewSquare Capital's State Street SPDR Dow Jones International Real Estate ETF position peaked at $3.29M in Q2 2013.
112 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.