Concourse Financial Group Securities’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Concourse Financial Group Securities’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
2024 Q4	–	Sell	-62	Closed	-$1.54K	–	2322
2024 Q3	$1.71K	Hold	62	–	–	﹤0.01%	2009
2024 Q2	$1.49K	Hold	62	–	–	﹤0.01%	2070
2024 Q1	$1.62K	Hold	62	–	–	﹤0.01%	2068
2023 Q4	$1.69K	Hold	62	–	–	﹤0.01%	2042
2023 Q3	$1.47K	Hold	62	–	–	﹤0.01%	2044
2023 Q2	$1.53K	Hold	62	–	–	﹤0.01%	2061
2023 Q1	$1.63K	Hold	62	–	–	﹤0.01%	2095
2022 Q4	$1.66K	Hold	62	–	–	﹤0.01%	2067
2022 Q3	$1K	Hold	62	–	–	﹤0.01%	1926
2022 Q2	$2K	Hold	62	–	–	﹤0.01%	2048
2022 Q1	$2K	Hold	62	–	–	﹤0.01%	2049
2021 Q4	$2K	Buy	+62	New	+$2.23K	﹤0.01%	2222
2021 Q1	–	Sell	-67	Closed	-$2.29K	–	2402
2020 Q4	$2K	Buy	+67	New	+$2.13K	﹤0.01%	2113
2020 Q1	–	Sell	-59	Closed	-$2.09K	–	2292
2019 Q4	$2K	Buy	+59	New	+$2.37K	﹤0.01%	1915

Other funds holding RWX

OPCM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Concourse Financial Group Securities's RWX Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2024, closing a stake of 62 shares — an estimated $1.54K sold.

Concourse Financial Group Securities first reported a position in RWX in Q4 2019 and held it in 14 quarters. The position peaked at $2K in Q2 2022. 123 funds tracked by Wall St. Rank hold RWX as of Q4 2024.

Concourse Financial Group Securities reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 62 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2024, an estimated $1.54K.
Concourse Financial Group Securities first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2019 and held it in 14 quarters.
Concourse Financial Group Securities's State Street SPDR Dow Jones International Real Estate ETF position peaked at $2K in Q2 2022.
123 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.