D.B. Root & Company’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

D.B. Root & Company’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
2021 Q4	–	Sell	-7,191	Closed	-$255K	–	198
2021 Q3	$255K	Buy	7,191 +54	+0.8%	+$2.02K	0.1%	172
2021 Q2	$262K	Buy	7,137 +54	+0.8%	+$1.98K	0.1%	182
2021 Q1	$244K	Sell	7,083 -113	-2%	-$3.86K	0.1%	185
2020 Q4	$245K	Buy	7,196 +48	+0.7%	+$1.52K	0.1%	182
2020 Q3	$212K	Buy	7,148 +65	+0.9%	+$1.94K	0.09%	192
2020 Q2	$204K	Buy	+7,083	New	+$200K	0.09%	189
2020 Q1	–	Sell	-6,957	Closed	-$269K	–	198
2019 Q4	$269K	Buy	6,957 +234	+3%	+$9.42K	0.12%	171
2019 Q3	$265K	Buy	6,723 +62	+0.9%	+$2.41K	0.12%	170
2019 Q2	$258K	Sell	6,661 -71	-1%	-$2.76K	0.11%	177
2019 Q1	$264K	Buy	6,732 +198	+3%	+$7.55K	0.11%	182
2018 Q4	$231K	Buy	6,534 +68	+1%	+$2.51K	0.11%	170
2018 Q3	$247K	Buy	6,466 +96	+2%	+$3.75K	0.11%	186
2018 Q2	$249K	Sell	6,370 -99	-2%	-$3.97K	0.12%	183
2018 Q1	$259K	Buy	+6,469	New	+$261K	0.14%	166

Other funds holding RWX

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

D.B. Root & Company's RWX Position: Q4 2021 in Review

D.B. Root & Company sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2021, closing a stake of 7,191 shares — an estimated $255K sold.

D.B. Root & Company first reported a position in RWX in Q1 2018 and held it in 14 quarters. The position peaked at $269K in Q4 2019. 181 funds tracked by Wall St. Rank hold RWX as of Q4 2021.

D.B. Root & Company reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2021 after selling out during the quarter.
D.B. Root & Company sold 7,191 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2021, an estimated $255K.
D.B. Root & Company first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2018 and held it in 14 quarters.
D.B. Root & Company's State Street SPDR Dow Jones International Real Estate ETF position peaked at $269K in Q4 2019.
181 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2021.

Based on D.B. Root & Company's 13F filing for Q4 2021, filed 1 Feb 2022.