Aptus Capital Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Aptus Capital Advisors’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 Q4	–	Sell	-1,275	Closed	-$30.3K	–	975
2023 Q3	$30.3K	Hold	1,275	–	–	﹤0.01%	722
2023 Q2	$31.6K	Sell	1,275 -50	-4%	-$1.31K	﹤0.01%	620
2023 Q1	$34.8K	Sell	1,325 -1,000	-43%	-$27.3K	﹤0.01%	591
2022 Q4	$62.2K	Buy	2,325 +1,000	+75%	+$25.6K	﹤0.01%	577
2022 Q3	$32K	Sell	1,325 -797	-38%	-$22.3K	﹤0.01%	583
2022 Q2	$60K	Buy	2,122 +8	+0.4%	+$250	﹤0.01%	460
2022 Q1	$72K	Buy	2,114 +1,889	+840%	+$63.7K	﹤0.01%	489
2021 Q4	$8K	Buy	+225	New	+$8.11K	﹤0.01%	509

Other funds holding RWX

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

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

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

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

Aptus Capital Advisors's RWX Position: Q4 2023 in Review

Aptus Capital Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2023, closing a stake of 1,275 shares — an estimated $30.3K sold.

Aptus Capital Advisors first reported a position in RWX in Q4 2021 and held it in 8 quarters. The position peaked at $72K in Q1 2022. 136 funds tracked by Wall St. Rank hold RWX as of Q4 2023.

Aptus Capital Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Aptus Capital Advisors sold 1,275 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2023, an estimated $30.3K.
Aptus Capital Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2021 and held it in 8 quarters.
Aptus Capital Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $72K in Q1 2022.
136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2023.

Based on Aptus Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.