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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
2023
Q1 		– Sell
-3,322
Closed -$88.9K – 444
2022
Q4 		$88.9K Hold
3,322
– – 0.08% 128
2022
Q3 		$80K Hold
3,322
– – 0.07% 134
2022
Q2 		$93K Buy
+3,322
New +$104K 0.08% 130
2022
Q1 		– Sell
-3,322
Closed -$118K – 461
2021
Q4 		$118K Buy
+3,322
New +$120K 0.1% 126

Other funds holding RWX

OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 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 $97.6B AUM 29.43% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Paladin Advisory Group's RWX Position: Q1 2025 in Review

Paladin Advisory Group sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2025, closing a stake of 3,322 shares — an estimated $76.5K sold.

Paladin Advisory Group first reported a position in RWX in Q1 2022 and held it in 9 quarters. The position peaked at $114K in Q1 2022. 113 funds tracked by Wall St. Rank hold RWX as of Q1 2025.

  • Paladin Advisory Group reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Paladin Advisory Group sold 3,322 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2025, an estimated $76.5K.
  • Paladin Advisory Group first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2022 and held it in 9 quarters.
  • Paladin Advisory Group's State Street SPDR Dow Jones International Real Estate ETF position peaked at $114K in Q1 2022.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2025.

Based on Paladin Advisory Group's 13F filing for Q1 2025, filed 15 Apr 2025.