Empower Advisory Group’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Empower Advisory Group’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 Q2	–	Sell	-11,507	Closed	-$300K	–	514
2024 Q1	$300K	Buy	11,507 +638	+6%	+$16.4K	﹤0.01%	407
2023 Q4	$297K	Buy	10,869 +612	+6%	+$15.1K	﹤0.01%	398
2023 Q3	$244K	Sell	10,257 -151	-1%	-$3.8K	﹤0.01%	420
2023 Q2	$258K	Sell	10,408 -861	-8%	-$22.6K	﹤0.01%	415
2023 Q1	$301K	Buy	+11,269	New	+$307K	﹤0.01%	384

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Empower Advisory Group's RWX Position: Q2 2024 in Review

Empower Advisory Group sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2024, closing a stake of 11,507 shares — an estimated $300K sold.

Empower Advisory Group first reported a position in RWX in Q1 2023 and held it in 5 quarters. The position peaked at $301K in Q1 2023. 126 funds tracked by Wall St. Rank hold RWX as of Q2 2024.

Empower Advisory Group reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Empower Advisory Group sold 11,507 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2024, an estimated $300K.
Empower Advisory Group first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2023 and held it in 5 quarters.
Empower Advisory Group's State Street SPDR Dow Jones International Real Estate ETF position peaked at $301K in Q1 2023.
126 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2024.

Based on Empower Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.