Smallwood Wealth Investment Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Smallwood Wealth Investment 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
2026 Q2	$3.62K	Hold	134	–	–	﹤0.01%	379
2026 Q1	$3.57K	Hold	134	–	–	﹤0.01%	385
2025 Q4	$3.75K	Hold	134	–	–	﹤0.01%	369
2025 Q3	$3.73K	Hold	134	–	–	﹤0.01%	367
2025 Q2	$3.67K	Hold	134	–	–	﹤0.01%	367
2025 Q1	$3.28K	Buy	+134	New	+$3.2K	﹤0.01%	362

Other funds holding RWX

BAAM

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Smallwood Wealth Investment Management's RWX Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its State Street SPDR Dow Jones International Real Estate ETF (RWX) position steady in Q2 2026 at 134 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Smallwood Wealth Investment Management first reported a position in RWX in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.75K in Q4 2025. 38 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

Smallwood Wealth Investment Management held 134 shares of State Street SPDR Dow Jones International Real Estate ETF worth $3.62K as of Q2 2026.
Smallwood Wealth Investment Management left its State Street SPDR Dow Jones International Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #379 holding.
Smallwood Wealth Investment Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $3.75K in Q4 2025.
38 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.