SWM
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
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% +$1.23K 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

OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spire Wealth Management's RWX Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 0.47% in Q2 2026, selling an estimated $1.13K and leaving 8,598 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #746.

Spire Wealth Management first reported a position in RWX in Q1 2021 and has held it in 22 quarters since. The position peaked at $890K in Q3 2024. 116 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

  • Spire Wealth Management held 8,598 shares of State Street SPDR Dow Jones International Real Estate ETF worth $232K as of Q2 2026.
  • Spire Wealth Management sold 41 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2026, an estimated $1.13K.
  • State Street SPDR Dow Jones International Real Estate ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #746 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 22 quarters since.
  • Spire Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $890K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.