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 Q2	$60.7K	Buy	2,248 +126	+6%	+$3.48K	0.03%	289
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 $1.8B AUM 22.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $128M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Richardson Financial Services's RWX Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 5.9% in Q2 2026, buying an estimated $3.48K and bringing the position to 2,248 shares worth $60.7K. The position accounts for 0.03% of the portfolio, ranked #289.

Richardson Financial Services first reported a position in RWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $401K in Q2 2025. 116 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

Richardson Financial Services held 2,248 shares of State Street SPDR Dow Jones International Real Estate ETF worth $60.7K as of Q2 2026.
Richardson Financial Services bought 126 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2026, an estimated $3.48K.
State Street SPDR Dow Jones International Real Estate ETF made up 0.03% of Richardson Financial Services's portfolio in Q2 2026, its #289 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 11 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 Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.