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Realta Investment Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Realta Investment Advisors’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
-14
Closed -$323 – 362
2024
Q4 		$323 Buy
+14
New +$348 ﹤0.01% 332

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

Realta Investment Advisors's RWX Position: Q1 2025 in Review

Realta Investment Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2025, closing a stake of 14 shares — an estimated $323 sold.

Realta Investment Advisors first reported a position in RWX in Q4 2024 and held it in 1 quarter. The position peaked at $323 in Q4 2024. 113 funds tracked by Wall St. Rank hold RWX as of Q1 2025.

  • Realta Investment Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 14 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2025, an estimated $323.
  • Realta Investment Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • Realta Investment Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $323 in Q4 2024.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.