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

Advisor 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
2019
Q4 		$493K Buy
12,690
+689
+6% +$27.7K ﹤0.01% 1681
2019
Q3 		$475K Sell
12,001
-315
-3% -$12.2K ﹤0.01% 1655
2019
Q2 		$477K Buy
12,316
+2,799
+29% +$109K ﹤0.01% 1649
2019
Q1 		$375K Buy
9,517
+134
+1% +$5.11K ﹤0.01% 1804
2018
Q4 		$332K Sell
9,383
-2,028
-18% -$74.7K ﹤0.01% 1701
2018
Q3 		$436K Buy
11,411
+1,655
+17% +$64.7K ﹤0.01% 1569
2018
Q2 		$382K Buy
9,756
+474
+5% +$19K 0.01% 1515
2018
Q1 		$371K Buy
9,282
+1,622
+21% +$65.4K 0.01% 1533
2017
Q4 		$310K Buy
7,660
+3,325
+77% +$130K ﹤0.01% 1671
2017
Q3 		$166K Sell
4,335
-4,570
-51% -$177K ﹤0.01% 1993
2017
Q2 		$339K Buy
8,905
+6,766
+316% +$261K 0.01% 1395
2017
Q1 		$80K Buy
2,139
+69
+3% +$2.56K ﹤0.01% 2331
2016
Q4 		$75K Sell
2,070
-2,370
-53% -$90.3K ﹤0.01% 2269
2016
Q3 		$186K Sell
4,440
-129
-3% -$5.42K ﹤0.01% 1560
2016
Q2 		$187K Buy
+4,569
New +$191K ﹤0.01% 1509

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Group's RWX Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 5.7% in Q4 2019, buying an estimated $27.7K and bringing the position to 12,690 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Advisor Group first reported a position in RWX in Q2 2016 and has held it in 15 quarters since. 224 funds tracked by Wall St. Rank hold RWX as of Q4 2019.

  • Advisor Group held 12,690 shares of State Street SPDR Dow Jones International Real Estate ETF worth $493K as of Q4 2019.
  • Advisor Group bought 689 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2019, an estimated $27.7K.
  • State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1681 holding.
  • Advisor Group first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2016 and has held it in 15 quarters since.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.