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

Osborne Partners Capital 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
Q2 		$31.8M Buy
1,176,078
+22,261
+2% +$614K 1.76% 11
2026
Q1 		$30.7M Buy
1,153,817
+5,762
+0.5% +$165K 1.62% 15
2025
Q4 		$32.1M Sell
1,148,055
-18,912
-2% -$526K 1.66% 12
2025
Q3 		$32.5M Sell
1,166,967
-4,729
-0.4% -$130K 1.65% 11
2025
Q2 		$32.1M Sell
1,171,696
-148,113
-11% -$3.87M 1.71% 10
2025
Q1 		$32.3M Buy
1,319,809
+89,119
+7% +$2.13M 1.86% 9
2024
Q4 		$28.4M Buy
1,230,690
+5,181
+0.4% +$129K 1.64% 13
2024
Q3 		$33.8M Buy
1,225,509
+27,268
+2% +$715K 1.92% 8
2024
Q2 		$28.8M Buy
1,198,241
+52,705
+5% +$1.32M 1.72% 9
2024
Q1 		$29.9M Buy
1,145,536
+76,633
+7% +$1.97M 1.84% 9
2023
Q4 		$29.2M Buy
1,068,903
+64,226
+6% +$1.58M 1.91% 9
2023
Q3 		$23.9M Buy
1,004,677
+14,519
+1% +$366K 1.77% 10
2023
Q2 		$24.5M Buy
990,158
+44,347
+5% +$1.16M 1.77% 8
2023
Q1 		$24.9M Buy
945,811
+43,634
+5% +$1.19M 1.82% 8
2022
Q4 		$24.2M Buy
902,177
+23,230
+3% +$595K 1.9% 8
2022
Q3 		$21.2M Buy
+878,947
New +$24.6M 1.77% 11

Other funds holding RWX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $128M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return

Osborne Partners Capital Management's RWX Position: Q2 2026 in Review

Osborne Partners Capital Management increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 1.9% in Q2 2026, buying an estimated $614K and bringing the position to 1,176,078 shares worth $31.8M. The position accounts for 1.76% of the portfolio, ranked #11.

Osborne Partners Capital Management first reported a position in RWX in Q3 2022 and has held it in 16 quarters since. The position peaked at $33.8M in Q3 2024. 116 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

  • Osborne Partners Capital Management held 1,176,078 shares of State Street SPDR Dow Jones International Real Estate ETF worth $31.8M as of Q2 2026.
  • Osborne Partners Capital Management bought 22,261 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2026, an estimated $614K.
  • State Street SPDR Dow Jones International Real Estate ETF made up 1.76% of Osborne Partners Capital Management's portfolio in Q2 2026, its #11 holding.
  • Osborne Partners Capital Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2022 and has held it in 16 quarters since.
  • Osborne Partners Capital Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $33.8M in Q3 2024.
  • 116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.