Wealth Enhancement Advisory Services
RWX icon

Wealth Enhancement Advisory Services’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Wealth Enhancement Advisory Services’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 		$248K Sell
9,142
-1,784
-16% -$49.2K ﹤0.01% 3388
2026
Q1 		$295K Sell
10,926
-12,571
-54% -$361K ﹤0.01% 2798
2025
Q4 		$664K Buy
23,497
+5
+0% +$139 ﹤0.01% 2263
2025
Q3 		$647K Buy
23,492
+1,285
+6% +$35.3K ﹤0.01% 2153
2025
Q2 		$609K Buy
22,207
+1,023
+5% +$26.7K ﹤0.01% 2079
2025
Q1 		$519K Sell
21,184
-2,212
-9% -$52.9K ﹤0.01% 2044
2024
Q4 		$539K Buy
23,396
+849
+4% +$21.1K ﹤0.01% 1940
2024
Q3 		$622K Buy
22,547
+231
+1% +$6.06K ﹤0.01% 1667
2024
Q2 		$536K Sell
22,316
-1,107
-5% -$27.8K ﹤0.01% 1606
2024
Q1 		$611K Sell
23,423
-2,214
-9% -$56.8K ﹤0.01% 1468
2023
Q4 		$700K Sell
25,637
-3,043
-11% -$75K ﹤0.01% 1321
2023
Q3 		$682K Buy
+28,680
New +$722K ﹤0.01% 1264
2021
Q4 		– Sell
-279,560
Closed -$10.2M – 331
2021
Q3 		$10.2M Sell
279,560
-30,667
-10% -$1.15M 0.15% 72
2021
Q2 		$11.6M Buy
310,227
+35,354
+13% +$1.3M 0.19% 62
2021
Q1 		$9.63M Buy
+274,873
New +$9.39M 0.17% 65

Other funds holding RWX

OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's RWX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 16% in Q2 2026, selling an estimated $49.2K and leaving 9,142 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #3388.

Wealth Enhancement Advisory Services first reported a position in RWX in Q1 2021 and has held it in 15 quarters since. The position peaked at $11.6M in Q2 2021. 116 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,142 shares of State Street SPDR Dow Jones International Real Estate ETF worth $248K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,784 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2026, an estimated $49.2K.
  • State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3388 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2021 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Dow Jones International Real Estate ETF position peaked at $11.6M in Q2 2021.
  • 116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.