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Upper Left Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Upper Left 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
Q3 		$847K Sell
33,402
-12,112
-27% -$330K 0.44% 42
2026
Q2 		$1.23M Buy
45,514
+7,309
+19% +$202K 0.68% 34
2026
Q1 		$1.02M Sell
38,205
-1,459
-4% -$41.9K 0.6% 35
2025
Q4 		$1.11M Buy
39,664
+2,175
+6% +$60.5K 0.68% 34
2025
Q3 		$1.04M Sell
37,489
-894
-2% -$24.6K 0.65% 35
2025
Q2 		$1.05M Buy
38,383
+9,214
+32% +$241K 0.7% 34
2025
Q1 		$714K Sell
29,169
-18,941
-39% -$453K 0.51% 40
2024
Q4 		$1.11M Sell
48,110
-692
-1% -$17.2K 0.95% 32
2024
Q3 		$1.33M Buy
48,802
+3,528
+8% +$92.5K 1.16% 29
2024
Q2 		$1.09M Buy
45,274
+2,306
+5% +$57.9K 0.98% 30
2024
Q1 		$1.12M Sell
42,968
-5,380
-11% -$138K 1.04% 28
2023
Q4 		$1.32M Buy
48,348
+34,021
+237% +$838K 1.29% 24
2023
Q3 		$341K Buy
14,327
+1,788
+14% +$45K 0.35% 48
2023
Q2 		$311K Sell
12,539
-1,860
-13% -$48.8K 0.35% 49
2023
Q1 		$378K Sell
14,399
-893
-6% -$24.4K 0.43% 43
2022
Q4 		$409K Sell
15,292
-22,143
-59% -$567K 0.48% 44
2022
Q3 		$922K Buy
37,435
+22,448
+150% +$627K 1.2% 28
2022
Q2 		$423K Buy
14,987
+184
+1% +$5.74K 0.49% 41
2022
Q1 		$511K Buy
14,803
+3,015
+26% +$102K 0.53% 41
2021
Q4 		$420K Buy
+11,788
New +$425K 0.42% 39

Other funds holding RWX

SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $319M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Upper Left Wealth Management's RWX Position: Q3 2026 in Review

Upper Left Wealth Management reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 27% in Q3 2026, selling an estimated $330K and leaving 33,402 shares worth $847K. The position accounts for 0.44% of the portfolio, ranked #42.

Upper Left Wealth Management first reported a position in RWX in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.33M in Q3 2024. 20 funds tracked by Wall St. Rank hold RWX as of Q3 2026.

  • Upper Left Wealth Management held 33,402 shares of State Street SPDR Dow Jones International Real Estate ETF worth $847K as of Q3 2026.
  • Upper Left Wealth Management sold 12,112 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2026, an estimated $330K.
  • State Street SPDR Dow Jones International Real Estate ETF made up 0.44% of Upper Left Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Upper Left Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.33M in Q3 2024.
  • 20 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.