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

Strategic 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
2025 Q2	–	Sell	-48,350	Closed	-$1.18M	–	19
2025 Q1	$1.18M	Hold	48,350	–	–	0.48%	19
2024 Q4	$1.11M	Buy	+48,350	New	+$1.2M	0.38%	18

Other funds holding RWX

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Strategic Investment Management's RWX Position: Q2 2025 in Review

Strategic Investment Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2025, closing a stake of 48,350 shares — an estimated $1.18M sold.

Strategic Investment Management first reported a position in RWX in Q4 2024 and held it in 2 quarters. The position peaked at $1.18M in Q1 2025. 137 funds tracked by Wall St. Rank hold RWX as of Q2 2025.

Strategic Investment Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Strategic Investment Management sold 48,350 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2025, an estimated $1.18M.
Strategic Investment Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2024 and held it in 2 quarters.
Strategic Investment Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.18M in Q1 2025.
137 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2025.

Based on Strategic Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.