Elevation Wealth Partners’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Elevation Wealth Partners’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	-1,835	Closed	-$50.6K	–	526
2024 Q3	$50.6K	Hold	1,835	–	–	0.02%	220
2024 Q2	$44K	Hold	1,835	–	–	0.02%	226
2024 Q1	$47.9K	Hold	1,835	–	–	0.02%	222
2023 Q4	$43.6K	Hold	1,835	–	–	0.03%	223
2023 Q3	$43.6K	Hold	1,835	–	–	0.04%	163
2023 Q2	$45.5K	Hold	1,835	–	–	0.04%	164
2023 Q1	$48.2K	Buy	+1,835	New	+$50K	0.04%	156

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 $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 29.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return

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

Elevation Wealth Partners's RWX Position: Q4 2024 in Review

Elevation Wealth Partners sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2024, closing a stake of 1,835 shares — an estimated $50.6K sold.

Elevation Wealth Partners first reported a position in RWX in Q1 2023 and held it in 7 quarters. The position peaked at $50.6K in Q3 2024. 123 funds tracked by Wall St. Rank hold RWX as of Q4 2024.

Elevation Wealth Partners reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Elevation Wealth Partners sold 1,835 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2024, an estimated $50.6K.
Elevation Wealth Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2023 and held it in 7 quarters.
Elevation Wealth Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $50.6K in Q3 2024.
123 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2024.

Based on Elevation Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.