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

Clearstead Trust’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 – 463
2023
Q3 		$5.4K Hold
227
– – ﹤0.01% 378
2023
Q2 		$5.62K Hold
227
– – ﹤0.01% 329
2023
Q1 		$5.97K Sell
227
-123
-35% -$3.35K ﹤0.01% 316
2022
Q4 		$9K Hold
350
– – ﹤0.01% 316
2022
Q3 		$8K Buy
+350
New +$9.78K ﹤0.01% 302

Other funds holding RWX

Morgan Stanley
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Clearstead Trust's RWX Position: Q4 2023 in Review

Clearstead Trust 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 Trust first reported a position in RWX in Q3 2022 and held it in 5 quarters. The position peaked at $9K in Q4 2022. 136 funds tracked by Wall St. Rank hold RWX as of Q4 2023.

  • Clearstead Trust reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Clearstead Trust sold 227 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2023, an estimated $5.4K.
  • Clearstead Trust first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2022 and held it in 5 quarters.
  • Clearstead Trust's State Street SPDR Dow Jones International Real Estate ETF position peaked at $9K in Q4 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 Trust's 13F filing for Q4 2023, filed 6 Feb 2024.