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

Strategic Wealth Partners’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	$1.32K	Hold	49	–	–	﹤0.01%	1237
2026 Q1	$1.3K	Sell	49 -46	-48%	-$1.32K	﹤0.01%	1209
2025 Q4	$2.66K	Buy	+95	New	+$2.64K	﹤0.01%	1160
2019 Q4	–	Sell	-6,759	Closed	-$265	–	421
2019 Q3	$265	Sell	6,759 -1,056	-14%	-$41.1K	﹤0.01%	238
2019 Q2	$302K	Sell	7,815 -9,405	-55%	-$365K	0.15%	111
2019 Q1	$678K	Sell	17,220 -7,517	-30%	-$287K	0.31%	88
2018 Q4	$940K	Sell	24,737 -2,710	-10%	-$99.9K	0.47%	69
2018 Q3	$1.05M	Buy	27,447 +1,720	+7%	+$67.2K	0.56%	64
2018 Q2	$1.01M	Buy	25,727 +3,506	+16%	+$141K	0.58%	52
2018 Q1	$889K	Buy	22,221 +7,692	+53%	+$310K	0.46%	77
2017 Q4	$562K	Buy	+14,529	New	+$567K	0.31%	106

Other funds holding RWX

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Wealth Partners's RWX Position: Q2 2026 in Review

Strategic Wealth Partners held its State Street SPDR Dow Jones International Real Estate ETF (RWX) position steady in Q2 2026 at 49 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Strategic Wealth Partners first reported a position in RWX in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.05M in Q3 2018. 116 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

Strategic Wealth Partners held 49 shares of State Street SPDR Dow Jones International Real Estate ETF worth $1.32K as of Q2 2026.
Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #1237 holding.
Strategic Wealth Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2017 and has held it in 11 quarters since.
Strategic Wealth Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.05M in Q3 2018.
116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.