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 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%	+$5.75K	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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Upper Left Wealth Management's RWX Position: Q2 2026 in Review

Upper Left Wealth Management increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 19% in Q2 2026, buying an estimated $202K and bringing the position to 45,514 shares worth $1.23M. The position accounts for 0.68% of the portfolio, ranked #34.

Upper Left Wealth Management first reported a position in RWX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q3 2024. 12 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

Upper Left Wealth Management held 45,514 shares of State Street SPDR Dow Jones International Real Estate ETF worth $1.23M as of Q2 2026.
Upper Left Wealth Management bought 7,309 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2026, an estimated $202K.
State Street SPDR Dow Jones International Real Estate ETF made up 0.68% of Upper Left Wealth Management's portfolio in Q2 2026, its #34 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 19 quarters since.
Upper Left Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.33M in Q3 2024.
12 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.