PAG
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Paladin Advisory Group’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Paladin Advisory Group’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
Q1 		– Sell
-3,322
Closed -$76.5K – 240
2024
Q4 		$76.5K Hold
3,322
– – 0.06% 130
2024
Q3 		$91.6K Hold
3,322
– – 0.07% 120
2024
Q2 		$79.3K Hold
3,322
– – 0.06% 120
2024
Q1 		$85.8K Hold
3,322
– – 0.07% 118
2023
Q4 		$90.7K Hold
3,322
– – 0.07% 114
2023
Q3 		$79K Hold
3,322
– – 0.07% 128
2023
Q2 		$82.3K Hold
3,322
– – 0.07% 131
2023
Q1 		$87.3K Buy
+3,322
New +$90.6K 0.07% 128
2022
Q2 		– Sell
-3,322
Closed -$104K – 464
2022
Q1 		$114K Buy
+3,322
New +$112K 0.09% 123

Other funds holding RWX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return