Spire Wealth Management
RWX icon

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

Spire Wealth 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
Q3 		$218K Hold
8,598
– – 0.01% 734
2026
Q2 		$232K Sell
8,598
-41
-0.5% -$1.13K 0.01% 746
2026
Q1 		$230K Sell
8,639
-1,622
-16% -$46.6K 0.01% 738
2025
Q4 		$287K Sell
10,261
-15,404
-60% -$428K 0.01% 691
2025
Q3 		$714K Hold
25,665
– – 0.02% 446
2025
Q2 		$703K Sell
25,665
-20
-0.1% -$522 0.03% 437
2025
Q1 		$629K Sell
25,685
-6,597
-20% -$158K 0.02% 508
2024
Q4 		$744K Hold
32,282
– – 0.02% 462
2024
Q3 		$890K Sell
32,282
-4,542
-12% -$119K 0.03% 397
2024
Q2 		$884K Buy
36,824
+4,329
+13% +$109K 0.03% 365
2024
Q1 		$848K Buy
32,495
+13,506
+71% +$346K 0.02% 408
2023
Q4 		$489K Buy
18,989
+15,509
+446% +$382K 0.02% 522
2023
Q3 		$28.8K Buy
3,480
+1,267
+57% +$31.9K ﹤0.01% 1370
2023
Q2 		$54.8K Sell
2,213
-8,480
-79% -$223K ﹤0.01% 1164
2023
Q1 		$281K Buy
10,693
+812
+8% +$22.1K 0.01% 629
2022
Q4 		$265K Hold
9,881
– – 0.01% 487
2022
Q3 		$238K Sell
9,881
-1,141
-10% -$31.9K 0.01% 488
2022
Q2 		$311K Sell
11,022
-1,413
-11% -$44.1K 0.01% 622
2022
Q1 		$424K Sell
12,435
-34
-0.3% -$1.15K 0.01% 626
2021
Q4 		$444K Buy
12,469
+34
+0.3% +$1.22K 0.01% 744
2021
Q3 		$441K Hold
12,435
– – 0.01% 635
2021
Q2 		$457K Sell
12,435
-134
-1% -$4.92K 0.01% 635
2021
Q1 		$433K Buy
+12,569
New +$429K 0.01% 712

Other funds holding RWX

Osborne Partners Capital Management
Osborne Partners Capital Management San Francisco, California $1.78B AUM 18.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
RPg Family Wealth Advisory
RPg Family Wealth Advisory Burlington, Massachusetts $562M AUM 25.05% 1-Year Est. Return
Risk Paradigm Group
Risk Paradigm Group Austin, Texas $123M AUM 5.92% 1-Year Est. Return
Idaho Trust Bank
Idaho Trust Bank Boise, Idaho $332M AUM 9.28% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Spire Wealth Management's RWX Position: Q3 2026 in Review

Spire Wealth Management held its State Street SPDR Dow Jones International Real Estate ETF (RWX) position steady in Q3 2026 at 8,598 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #734.

Spire Wealth Management first reported a position in RWX in Q1 2021 and has held it in 23 quarters since. The position peaked at $890K in Q3 2024. 98 funds tracked by Wall St. Rank hold RWX as of Q3 2026.

  • Spire Wealth Management held 8,598 shares of State Street SPDR Dow Jones International Real Estate ETF worth $218K as of Q3 2026.
  • Spire Wealth Management left its State Street SPDR Dow Jones International Real Estate ETF share count unchanged in Q3 2026.
  • State Street SPDR Dow Jones International Real Estate ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #734 holding.
  • Spire Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $890K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.