Steward Partners Investment Advisory’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Steward Partners Investment Advisory’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
2025 Q3	–	Sell	-29	Closed	-$795	–	4369
2025 Q2	$795	Hold	29	–	–	﹤0.01%	3905
2025 Q1	$710	Hold	29	–	–	﹤0.01%	3818
2024 Q4	$668	Hold	29	–	–	﹤0.01%	3814
2024 Q3	$800	Hold	29	–	–	﹤0.01%	3551
2024 Q2	$696	Hold	29	–	–	﹤0.01%	3436
2024 Q1	$757	Hold	29	–	–	﹤0.01%	3395
2023 Q4	$791	Hold	29	–	–	﹤0.01%	3327
2023 Q3	$690	Hold	29	–	–	﹤0.01%	3225
2023 Q2	$718	Hold	29	–	–	﹤0.01%	3169
2023 Q1	$762	Hold	29	–	–	﹤0.01%	3143
2022 Q4	$776	Hold	29	–	–	﹤0.01%	3149
2022 Q3	$1K	Hold	29	–	–	﹤0.01%	3162
2022 Q2	$1K	Hold	29	–	–	﹤0.01%	3157
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	3220
2021 Q4	$1K	Sell	29 -1,125	-97%	-$40.5K	﹤0.01%	3121
2021 Q3	$41K	Buy	1,154 +280	+32%	+$10.5K	﹤0.01%	1995
2021 Q2	$32K	Hold	874	–	–	﹤0.01%	4073
2021 Q1	$30.1K	Sell	874 -15	-2%	-$512	﹤0.01%	2264
2020 Q4	$30K	Hold	889	–	–	﹤0.01%	1907
2020 Q3	$26K	Sell	889 -190	-18%	-$5.68K	﹤0.01%	1789
2020 Q2	$31K	Hold	1,079	–	–	﹤0.01%	1602
2020 Q1	$28K	Hold	1,079	–	–	﹤0.01%	1480
2019 Q4	$41K	Buy	1,079 +29	+3%	+$1.17K	﹤0.01%	1488
2019 Q3	$41K	Sell	1,050 -1,300	-55%	-$50.5K	﹤0.01%	1436
2019 Q2	$91K	Buy	+2,350	New	+$91.2K	﹤0.01%	1093
2018 Q4	–	Sell	-1,350	Closed	-$52K	–	1878
2018 Q3	$52K	Hold	1,350	–	–	﹤0.01%	1183
2018 Q2	$53K	Buy	1,350 +900	+200%	+$36.1K	﹤0.01%	1085
2018 Q1	$18K	Hold	450	–	–	﹤0.01%	1379
2017 Q4	$18K	Hold	450	–	–	﹤0.01%	1166
2017 Q3	$17K	Buy	450 +300	+200%	+$11.6K	﹤0.01%	984
2017 Q2	$5K	Hold	150	–	–	﹤0.01%	1227
2017 Q1	$5K	Hold	150	–	–	﹤0.01%	1129
2016 Q4	$5K	Buy	+150	New	+$5.72K	﹤0.01%	664

Other funds holding RWX

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

ITB

Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Steward Partners Investment Advisory's RWX Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2025, closing a stake of 29 shares — an estimated $795 sold.

Steward Partners Investment Advisory first reported a position in RWX in Q4 2016 and held it in 33 quarters. The position peaked at $91K in Q2 2019. 112 funds tracked by Wall St. Rank hold RWX as of Q3 2025.

Steward Partners Investment Advisory reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 29 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2025, an estimated $795.
Steward Partners Investment Advisory first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2016 and held it in 33 quarters.
Steward Partners Investment Advisory's State Street SPDR Dow Jones International Real Estate ETF position peaked at $91K in Q2 2019.
112 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.