Disciplined Investments’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Disciplined Investments’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 Q2	–	Sell	-3,212	Closed	-$84.4K	–	1715
2023 Q1	$84.4K	Hold	3,212	–	–	0.04%	185
2022 Q4	$86K	Buy	3,212 +1,889	+143%	+$48.3K	0.04%	158
2022 Q3	$32K	Hold	1,323	–	–	0.01%	261
2022 Q2	$37K	Sell	1,323 -550	-29%	-$17.2K	0.02%	252
2022 Q1	$64K	Hold	1,873	–	–	0.03%	202
2021 Q4	$67K	Hold	1,873	–	–	0.03%	186
2021 Q3	$66K	Hold	1,873	–	–	0.03%	176
2021 Q2	$69K	Hold	1,873	–	–	0.04%	170
2021 Q1	$65K	Hold	1,873	–	–	0.04%	163
2020 Q4	$64K	Hold	1,873	–	–	0.04%	137
2020 Q3	$56K	Hold	1,873	–	–	0.04%	150
2020 Q2	$54K	Hold	1,873	–	–	0.04%	156
2020 Q1	$50K	Hold	1,873	–	–	0.05%	155
2019 Q4	$73K	Buy	+1,873	New	+$75.4K	0.06%	139

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Disciplined Investments's RWX Position: Q2 2023 in Review

Disciplined Investments sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2023, closing a stake of 3,212 shares — an estimated $84.4K sold.

Disciplined Investments first reported a position in RWX in Q4 2019 and held it in 14 quarters. The position peaked at $86K in Q4 2022. 134 funds tracked by Wall St. Rank hold RWX as of Q2 2023.

Disciplined Investments reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Disciplined Investments sold 3,212 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2023, an estimated $84.4K.
Disciplined Investments first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2019 and held it in 14 quarters.
Disciplined Investments's State Street SPDR Dow Jones International Real Estate ETF position peaked at $86K in Q4 2022.
134 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.