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
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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Clearstead Advisors's RWX Position: Q3 2022 in Review

Clearstead Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2022, closing a stake of 350 shares — an estimated $10K sold.

Clearstead Advisors first reported a position in RWX in Q1 2021 and held it in 6 quarters. The position peaked at $12K in Q1 2022. 150 funds tracked by Wall St. Rank hold RWX as of Q3 2022.

Clearstead Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Clearstead Advisors sold 350 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2022, an estimated $10K.
Clearstead Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2021 and held it in 6 quarters.
Clearstead Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $12K in Q1 2022.
150 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2022.

Based on Clearstead Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.