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VisionPoint Advisory Group’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-11,131
Closed -$305K – 411
2025
Q2 		$305K Buy
+11,131
New +$291K 0.07% 268
2024
Q1 		– Sell
-2
Closed -$55 – 854
2023
Q4 		$55 Buy
+2
New +$49 ﹤0.01% 713

Other funds holding RWX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Wells Fargo
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
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
ITB
Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VisionPoint Advisory Group's RWX Position: Q3 2025 in Review

VisionPoint Advisory Group sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2025, closing a stake of 11,131 shares — an estimated $305K sold.

VisionPoint Advisory Group first reported a position in RWX in Q4 2023 and held it in 2 quarters. The position peaked at $305K in Q2 2025. 112 funds tracked by Wall St. Rank hold RWX as of Q3 2025.

  • VisionPoint Advisory Group reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 11,131 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2025, an estimated $305K.
  • VisionPoint Advisory Group first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's State Street SPDR Dow Jones International Real Estate ETF position peaked at $305K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2025.

Based on VisionPoint Advisory Group's 13F filing for Q3 2025, filed 8 Oct 2025.