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 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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