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

Buckingham Strategic Wealth’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
Q2 		$332K Sell
13,831
-2,567
-16% -$64.4K ﹤0.01% 573
2024
Q1 		$428K Buy
16,398
+975
+6% +$25K ﹤0.01% 506
2023
Q4 		$421K Sell
15,423
-4,677
-23% -$115K 0.01% 484
2023
Q3 		$478K Sell
20,100
-7,241
-26% -$182K 0.01% 425
2023
Q2 		$677K Sell
27,341
-4,837
-15% -$127K 0.01% 358
2023
Q1 		$861K Hold
32,178
– – 0.02% 289
2022
Q4 		$861K Buy
32,178
+6,510
+25% +$167K 0.02% 290
2022
Q3 		$619K Buy
25,668
+1,768
+7% +$49.4K 0.01% 323
2022
Q2 		$674K Buy
23,900
+5,673
+31% +$177K 0.01% 314
2022
Q1 		$622K Sell
18,227
-372
-2% -$12.6K 0.01% 328
2021
Q4 		$662K Buy
18,599
+389
+2% +$14K 0.01% 315
2021
Q3 		$646K Buy
18,210
+4,410
+32% +$165K 0.01% 312
2021
Q2 		$507K Sell
13,800
-2,665
-16% -$97.8K 0.01% 355
2021
Q1 		$567K Buy
16,465
+71
+0.4% +$2.42K 0.03% 306
2020
Q4 		$559K Buy
16,394
+2,177
+15% +$69.1K 0.03% 300
2020
Q3 		$422K Sell
14,217
-1,671
-11% -$50K 0.03% 289
2020
Q2 		$458K Sell
15,888
-4,389
-22% -$124K 0.04% 231
2020
Q1 		$543K Sell
20,277
-8,410
-29% -$298K 0.05% 244
2019
Q4 		$1.11M Sell
28,687
-7
-0% -$282 0.11% 144
2019
Q3 		$1.13M Hold
28,694
– – 0.12% 129
2019
Q2 		$1.11M Sell
28,694
-409
-1% -$15.9K 0.12% 132
2019
Q1 		$1.14M Buy
29,103
+733
+3% +$27.9K 0.14% 124
2018
Q4 		$1M Buy
28,370
+22,783
+408% +$840K 0.15% 117
2018
Q3 		$214K Buy
5,587
+204
+4% +$7.97K 0.03% 333
2018
Q2 		$211K Buy
5,383
+198
+4% +$7.94K 0.03% 337
2018
Q1 		$208K Buy
5,185
+8
+0.2% +$322 0.04% 289
2017
Q4 		$210K Sell
5,177
-550
-10% -$21.5K 0.04% 291
2017
Q3 		$220K Hold
5,727
– – 0.05% 261
2017
Q2 		$218K Sell
5,727
-466
-8% -$18K 0.05% 272
2017
Q1 		$232K Sell
6,193
-3,169
-34% -$117K 0.07% 221
2016
Q4 		$338K Buy
9,362
+3,394
+57% +$129K 0.11% 151
2016
Q3 		$249K Sell
5,968
-56
-0.9% -$2.35K 0.08% 179
2016
Q2 		$250K Buy
6,024
+1
+0% +$42 0.09% 183
2016
Q1 		$250K Sell
6,023
-461
-7% -$17.8K 0.08% 176
2015
Q4 		$254K Sell
6,484
-2,094
-24% -$84.4K 0.09% 159
2015
Q3 		$337K Buy
8,578
+3,600
+72% +$147K 0.12% 124
2015
Q2 		$208K Buy
+4,978
New +$219K 0.07% 206

Other funds holding RWX

OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Buckingham Strategic Wealth's RWX Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 16% in Q2 2024, selling an estimated $64.4K and leaving 13,831 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Buckingham Strategic Wealth first reported a position in RWX in Q2 2015 and has held it in 37 quarters since. The position peaked at $1.14M in Q1 2019. 126 funds tracked by Wall St. Rank hold RWX as of Q2 2024.

  • Buckingham Strategic Wealth held 13,831 shares of State Street SPDR Dow Jones International Real Estate ETF worth $332K as of Q2 2024.
  • Buckingham Strategic Wealth sold 2,567 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2024, an estimated $64.4K.
  • State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #573 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2015 and has held it in 37 quarters since.
  • Buckingham Strategic Wealth's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.14M in Q1 2019.
  • 126 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.