Center for Financial Planning’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Center for Financial Planning’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
2022 Q1	–	Sell	-1,256	Closed	-$45K	–	565
2021 Q4	$45K	Hold	1,256	–	–	0.01%	241
2021 Q3	$45K	Hold	1,256	–	–	0.01%	232
2021 Q2	$46K	Hold	1,256	–	–	0.01%	232
2021 Q1	$43K	Hold	1,256	–	–	0.01%	227
2020 Q4	$43K	Hold	1,256	–	–	0.01%	214
2020 Q3	$37K	Hold	1,256	–	–	0.01%	212
2020 Q2	$36K	Hold	1,256	–	–	0.01%	210
2020 Q1	$34K	Hold	1,256	–	–	0.01%	210
2019 Q4	$49K	Buy	+1,256	New	+$50.5K	0.01%	184

Other funds holding RWX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Center for Financial Planning's RWX Position: Q1 2022 in Review

Center for Financial Planning sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2022, closing a stake of 1,256 shares — an estimated $45K sold.

Center for Financial Planning first reported a position in RWX in Q4 2019 and held it in 9 quarters. The position peaked at $49K in Q4 2019. 165 funds tracked by Wall St. Rank hold RWX as of Q1 2022.

Center for Financial Planning reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Center for Financial Planning sold 1,256 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2022, an estimated $45K.
Center for Financial Planning first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2019 and held it in 9 quarters.
Center for Financial Planning's State Street SPDR Dow Jones International Real Estate ETF position peaked at $49K in Q4 2019.
165 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2022.

Based on Center for Financial Planning's 13F filing for Q1 2022, filed 3 May 2022.