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

Clearstead 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
2023 Q4	–	Sell	-227	Closed	-$5.4K	–	1626
2023 Q3	$5.4K	Buy	+227	New	+$5.72K	﹤0.01%	1229
2022 Q3	–	Sell	-350	Closed	-$10K	–	1344
2022 Q2	$10K	Hold	350	–	–	﹤0.01%	928
2022 Q1	$12K	Buy	350 +227	+185%	+$7.66K	﹤0.01%	967
2021 Q4	$4K	Hold	123	–	–	﹤0.01%	1031
2021 Q3	$4K	Hold	123	–	–	﹤0.01%	1057
2021 Q2	$5K	Hold	123	–	–	﹤0.01%	891
2021 Q1	$4K	Buy	+123	New	+$4.2K	﹤0.01%	895

Other funds holding RWX

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

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

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

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

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Clearstead Advisors's RWX Position: Q4 2023 in Review

Clearstead Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2023, closing a stake of 227 shares — an estimated $5.4K sold.

Clearstead Advisors first reported a position in RWX in Q1 2021 and held it in 7 quarters. The position peaked at $12K in Q1 2022. 136 funds tracked by Wall St. Rank hold RWX as of Q4 2023.

Clearstead Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Clearstead Advisors sold 227 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2023, an estimated $5.4K.
Clearstead Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2021 and held it in 7 quarters.
Clearstead Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $12K in Q1 2022.
136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.