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

Accel 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
2023 Q2	–	Sell	-398	Closed	-$10.5K	–	715
2023 Q1	$10.5K	Hold	398	–	–	﹤0.01%	869
2022 Q4	$10.7K	Hold	398	–	–	0.01%	691
2022 Q3	$10K	Hold	398	–	–	0.01%	734
2022 Q2	$11K	Hold	398	–	–	0.01%	693
2022 Q1	$14K	Hold	398	–	–	0.01%	646
2021 Q4	$14K	Buy	+398	New	+$14.3K	0.01%	644

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 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

OPCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Accel Wealth Management's RWX Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2023, closing a stake of 398 shares — an estimated $10.5K sold.

Accel Wealth Management first reported a position in RWX in Q4 2021 and held it in 6 quarters. The position peaked at $14K in Q1 2022. 134 funds tracked by Wall St. Rank hold RWX as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 398 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2023, an estimated $10.5K.
Accel Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $14K in Q1 2022.
134 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.