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Caldwell Trust’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Caldwell Trust’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
2020
Q3 		– Sell
-2,994
Closed -$86.3K – 760
2020
Q2 		$86.3K Sell
2,994
-2,996
-50% -$84.8K 0.01% 354
2020
Q1 		$160K Hold
5,990
– – 0.03% 260
2019
Q4 		$232K Buy
+5,990
New +$241K 0.04% 253

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Caldwell Trust's RWX Position: Q3 2020 in Review

Caldwell Trust sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2020, closing a stake of 2,994 shares — an estimated $86.3K sold.

Caldwell Trust first reported a position in RWX in Q4 2019 and held it in 3 quarters. The position peaked at $232K in Q4 2019. 167 funds tracked by Wall St. Rank hold RWX as of Q3 2020.

  • Caldwell Trust reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Caldwell Trust sold 2,994 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2020, an estimated $86.3K.
  • Caldwell Trust first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • Caldwell Trust's State Street SPDR Dow Jones International Real Estate ETF position peaked at $232K in Q4 2019.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.