Creative Planning’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,620
| Closed | -$37.3K | – | 3685 |
|
|
2024
Q4 | $37.3K | Sell |
1,620
-5,713
| -78% | -$142K | ﹤0.01% | 3276 |
|
|
2024
Q3 | $202K | Buy |
+7,333
| New | +$192K | ﹤0.01% | 2826 |
|
|
2024
Q1 | – | Sell |
-7,886
| Closed | -$215K | – | 2995 |
|
|
2023
Q4 | $215K | Sell |
7,886
-1,107
| -12% | -$27.3K | ﹤0.01% | 2358 |
|
|
2023
Q3 | $214K | Sell |
8,993
-242
| -3% | -$6.09K | ﹤0.01% | 2189 |
|
|
2023
Q2 | $229K | Buy |
9,235
+129
| +1% | +$3.38K | ﹤0.01% | 2119 |
|
|
2023
Q1 | $239K | Buy |
9,106
+36
| +0.4% | +$982 | ﹤0.01% | 1987 |
|
|
2022
Q4 | $243K | Buy |
9,070
+391
| +5% | +$10K | ﹤0.01% | 1882 |
|
|
2022
Q3 | $209K | Sell |
8,679
-2,016
| -19% | -$56.3K | ﹤0.01% | 1885 |
|
|
2022
Q2 | $302K | Sell |
10,695
-1,486
| -12% | -$46.4K | ﹤0.01% | 1606 |
|
|
2022
Q1 | $415K | Sell |
12,181
-314
| -3% | -$10.6K | ﹤0.01% | 1431 |
|
|
2021
Q4 | $445K | Sell |
12,495
-1,552
| -11% | -$55.9K | ﹤0.01% | 1386 |
|
|
2021
Q3 | $499K | Sell |
14,047
-317
| -2% | -$11.9K | ﹤0.01% | 1295 |
|
|
2021
Q2 | $527K | Sell |
14,364
-2,782
| -16% | -$102K | ﹤0.01% | 1249 |
|
|
2021
Q1 | $591K | Buy |
17,146
+372
| +2% | +$12.7K | ﹤0.01% | 1316 |
|
|
2020
Q4 | $572K | Buy |
+16,774
| New | +$532K | ﹤0.01% | 1240 |
|
|
2019
Q2 | – | Sell |
-6,525
| Closed | -$256K | – | 2109 |
|
|
2019
Q1 | $256K | Buy |
6,525
+202
| +3% | +$7.7K | ﹤0.01% | 1427 |
|
|
2018
Q4 | $223K | Sell |
6,323
-3,630
| -36% | -$134K | ﹤0.01% | 1419 |
|
|
2018
Q3 | $381K | Sell |
9,953
-12,003
| -55% | -$469K | ﹤0.01% | 1250 |
|
|
2018
Q2 | $859K | Buy |
21,956
+13,805
| +169% | +$554K | ﹤0.01% | 822 |
|
|
2018
Q1 | $326K | Buy |
8,151
+923
| +13% | +$37.2K | ﹤0.01% | 1303 |
|
|
2017
Q4 | $293K | Sell |
7,228
-1,204
| -14% | -$47K | ﹤0.01% | 1375 |
|
|
2017
Q3 | $324K | Buy |
8,432
+968
| +13% | +$37.5K | ﹤0.01% | 1287 |
|
|
2017
Q2 | $284K | Sell |
7,464
-111
| -1% | -$4.29K | ﹤0.01% | 1318 |
|
|
2017
Q1 | $283K | Sell |
7,575
-1,863
| -20% | -$69K | ﹤0.01% | 1301 |
|
|
2016
Q4 | $341K | Sell |
9,438
-3,676
| -28% | -$140K | ﹤0.01% | 1127 |
|
|
2016
Q3 | $547K | Buy |
13,114
+3,716
| +40% | +$156K | ﹤0.01% | 841 |
|
|
2016
Q2 | $390K | Sell |
9,398
-6,396
| -40% | -$268K | ﹤0.01% | 907 |
|
|
2016
Q1 | $655K | Buy |
15,794
+4,035
| +34% | +$155K | 0.01% | 651 |
|
|
2015
Q4 | $460K | Sell |
11,759
-2,671
| -19% | -$108K | ﹤0.01% | 801 |
|
|
2015
Q3 | $568K | Sell |
14,430
-1,142
| -7% | -$46.5K | 0.01% | 687 |
|
|
2015
Q2 | $652K | Buy |
15,572
+6,184
| +66% | +$272K | 0.01% | 589 |
|
|
2015
Q1 | $407K | Buy |
9,388
+1,206
| +15% | +$52.5K | ﹤0.01% | 830 |
|
|
2014
Q4 | $340K | Buy |
8,182
+3,705
| +83% | +$155K | ﹤0.01% | 880 |
|
|
2014
Q3 | $185K | Sell |
4,477
-373
| -8% | -$16.4K | ﹤0.01% | 1102 |
|
|
2014
Q2 | $215K | Buy |
4,850
+752
| +18% | +$32.5K | ﹤0.01% | 991 |
|
|
2014
Q1 | $169K | Buy |
4,098
+281
| +7% | +$11.4K | ﹤0.01% | 1083 |
|
|
2013
Q4 | $157K | Buy |
3,817
+352
| +10% | +$14.8K | ﹤0.01% | 973 |
|
|
2013
Q3 | $146K | Sell |
3,465
-1,202
| -26% | -$49K | ﹤0.01% | 904 |
|
|
2013
Q2 | $186K | Buy |
+4,667
| New | +$202K | ﹤0.01% | 705 |
|
Other funds holding RWX
OPCM
AC
MD
