Phillips Financial Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Phillips Financial 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
2025 Q1	–	Sell	-325	Closed	-$7.49K	–	264
2024 Q4	$7.49K	Hold	325	–	–	﹤0.01%	246
2024 Q3	$8.96K	Hold	325	–	–	﹤0.01%	256
2024 Q2	$7.8K	Hold	325	–	–	﹤0.01%	252
2024 Q1	$8.48K	Hold	325	–	–	﹤0.01%	243
2023 Q4	$8.87K	Hold	325	–	–	﹤0.01%	227
2023 Q3	$7.73K	Hold	325	–	–	﹤0.01%	225
2023 Q2	$8.05K	Sell	325 -70	-18%	-$1.84K	﹤0.01%	221
2023 Q1	$10.4K	Hold	395	–	–	﹤0.01%	223
2022 Q4	$10.6K	Sell	395 -369	-48%	-$9.44K	﹤0.01%	210
2022 Q3	$18K	Buy	+764	New	+$21.3K	﹤0.01%	193
2015 Q1	–	Sell	-11,001	Closed	-$459K	–	67
2014 Q4	$459K	Sell	11,001 -34	-0.3%	-$1.43K	0.13%	63
2014 Q3	$445K	Sell	11,035 -424	-4%	-$18.6K	0.13%	67
2014 Q2	$507K	Sell	11,459 -288	-2%	-$12.4K	0.15%	61
2014 Q1	$497K	Buy	11,747 +151	+1%	+$6.14K	0.16%	63
2013 Q4	$471K	Buy	11,596 +6	+0.1%	+$253	0.16%	59
2013 Q3	$488K	Sell	11,590 -2,053	-15%	-$83.7K	0.17%	57
2013 Q2	$562K	Buy	+13,643	New	+$591K	0.2%	52

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phillips Financial Management's RWX Position: Q1 2025 in Review

Phillips Financial Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2025, closing a stake of 325 shares — an estimated $7.49K sold.

Phillips Financial Management first reported a position in RWX in Q2 2013 and held it in 17 quarters. The position peaked at $562K in Q2 2013. 113 funds tracked by Wall St. Rank hold RWX as of Q1 2025.

Phillips Financial Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Phillips Financial Management sold 325 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2025, an estimated $7.49K.
Phillips Financial Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 17 quarters.
Phillips Financial Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $562K in Q2 2013.
113 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2025.

Based on Phillips Financial Management's 13F filing for Q1 2025, filed 30 Apr 2025.