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

Capital Performance 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
Q4 		– Sell
-14
Closed -$386 – 2175
2024
Q3 		$386 Buy
+14
New +$367 ﹤0.01% 2364

Other funds holding RWX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Capital Performance Advisors's RWX Position: Q4 2024 in Review

Capital Performance Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2024, closing a stake of 14 shares — an estimated $386 sold.

Capital Performance Advisors first reported a position in RWX in Q3 2024 and held it in 1 quarter. The position peaked at $386 in Q3 2024. 123 funds tracked by Wall St. Rank hold RWX as of Q4 2024.

  • Capital Performance Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 14 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2024, an estimated $386.
  • Capital Performance Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $386 in Q3 2024.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.