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

Clear Perspectives 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
2023 Q1	$4.13K	Hold	157	–	–	﹤0.01%	164
2022 Q4	$4.2K	Hold	157	–	–	﹤0.01%	178
2022 Q3	$4K	Hold	157	–	–	﹤0.01%	177
2022 Q2	$4K	Hold	157	–	–	﹤0.01%	186
2022 Q1	$5K	Hold	157	–	–	﹤0.01%	185
2021 Q4	$6K	Hold	157	–	–	﹤0.01%	191
2021 Q3	$6K	Hold	157	–	–	﹤0.01%	177
2021 Q2	$6K	Hold	157	–	–	﹤0.01%	180
2021 Q1	$5K	Hold	157	–	–	﹤0.01%	166
2020 Q4	$5K	Buy	+157	New	+$4.98K	﹤0.01%	160

Other funds holding RWX

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

OPCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Clear Perspectives Financial Planning's RWX Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its State Street SPDR Dow Jones International Real Estate ETF (RWX) position steady in Q1 2023 at 157 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Clear Perspectives Financial Planning first reported a position in RWX in Q4 2020 and has held it in 10 quarters since. The position peaked at $6K in Q4 2021. 150 funds tracked by Wall St. Rank hold RWX as of Q1 2023.

Clear Perspectives Financial Planning held 157 shares of State Street SPDR Dow Jones International Real Estate ETF worth $4.13K as of Q1 2023.
Clear Perspectives Financial Planning left its State Street SPDR Dow Jones International Real Estate ETF share count unchanged in Q1 2023.
State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #164 holding.
Clear Perspectives Financial Planning first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's State Street SPDR Dow Jones International Real Estate ETF position peaked at $6K in Q4 2021.
150 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.