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

Richardson Financial Services’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
Q1 		$56.5K Sell
2,122
-227
-10% -$6.52K 0.04% 281
2025
Q4 		$65.8K Sell
2,349
-31
-1% -$862 0.02% 268
2025
Q3 		$66.2K Sell
2,380
-12,197
-84% -$336K 0.04% 257
2025
Q2 		$401K Buy
14,577
+11,512
+376% +$301K 0.27% 101
2025
Q1 		$75K Sell
3,065
-1,156
-27% -$27.6K 0.06% 206
2024
Q4 		$97.2K Buy
4,221
+220
+5% +$5.47K 0.07% 193
2024
Q3 		$96K Hold
4,001
– – 0.06% 203
2024
Q2 		$96K Buy
4,001
+234
+6% +$5.87K 0.07% 193
2024
Q1 		$98.3K Buy
3,767
+105
+3% +$2.69K 0.07% 199
2023
Q4 		$99.9K Buy
+3,662
New +$90.2K 0.09% 174

Other funds holding RWX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
ITB
Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

Richardson Financial Services's RWX Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 9.7% in Q1 2026, selling an estimated $6.52K and leaving 2,122 shares worth $56.5K. The position accounts for 0.04% of the portfolio, ranked #281.

Richardson Financial Services first reported a position in RWX in Q4 2023 and has held it in 10 quarters since. The position peaked at $401K in Q2 2025. 116 funds tracked by Wall St. Rank hold RWX as of Q1 2026.

  • Richardson Financial Services held 2,122 shares of State Street SPDR Dow Jones International Real Estate ETF worth $56.5K as of Q1 2026.
  • Richardson Financial Services sold 227 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2026, an estimated $6.52K.
  • State Street SPDR Dow Jones International Real Estate ETF made up 0.04% of Richardson Financial Services's portfolio in Q1 2026, its #281 holding.
  • Richardson Financial Services first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's State Street SPDR Dow Jones International Real Estate ETF position peaked at $401K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.