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

BBJS Financial 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
2024 Q3	$139K	Sell	5,034 -595	-11%	-$15.6K	0.05%	55
2024 Q2	$135K	Sell	5,629 -32,921	-85%	-$826K	0.05%	55
2024 Q1	$1.01M	Sell	38,550 -27,735	-42%	-$712K	0.36%	34
2023 Q4	$1.81M	Buy	66,285 +590	+0.9%	+$14.5K	0.63%	26
2023 Q3	$1.56M	Sell	65,695 -1,196	-2%	-$30.1K	0.59%	27
2023 Q2	$1.66M	Sell	66,891 -5,788	-8%	-$152K	0.66%	26
2023 Q1	$1.91M	Buy	72,679 +419	+0.6%	+$11.4K	0.78%	26
2022 Q4	$1.93M	Buy	+72,260	New	+$1.85M	0.87%	24

Other funds holding RWX

OPCM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

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

BBJS Financial Advisors's RWX Position: Q3 2024 in Review

BBJS Financial Advisors reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 11% in Q3 2024, selling an estimated $15.6K and leaving 5,034 shares worth $139K. The position accounts for 0.05% of the portfolio, ranked #55.

BBJS Financial Advisors first reported a position in RWX in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.93M in Q4 2022. 136 funds tracked by Wall St. Rank hold RWX as of Q3 2024.

BBJS Financial Advisors held 5,034 shares of State Street SPDR Dow Jones International Real Estate ETF worth $139K as of Q3 2024.
BBJS Financial Advisors sold 595 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2024, an estimated $15.6K.
State Street SPDR Dow Jones International Real Estate ETF made up 0.05% of BBJS Financial Advisors's portfolio in Q3 2024, its #55 holding.
BBJS Financial Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.93M in Q4 2022.
136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.