Financial Perspectives’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Financial Perspectives’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 Q1	–	Sell	-220	Closed	-$5.88K	–	694
2022 Q4	$5.88K	Buy	220 +3	+1%	+$77	﹤0.01%	497
2022 Q3	$5.24K	Buy	217 +3	+1%	+$84	﹤0.01%	499
2022 Q2	$6.05K	Buy	214 +2	+0.9%	+$62	﹤0.01%	493
2022 Q1	$7.24K	Buy	212 +1	+0.5%	+$34	﹤0.01%	498
2021 Q4	$7.52K	Buy	211 +5	+2%	+$180	﹤0.01%	465
2021 Q3	$7.31K	Buy	206 +2	+1%	+$75	﹤0.01%	473
2021 Q2	$7.5K	Sell	204 -6,779	-97%	-$249K	﹤0.01%	492
2021 Q1	$203K	Buy	6,983 +6,781	+3,357%	+$232K	0.01%	401
2020 Q4	$6.88K	Buy	202 +2	+1%	+$63	﹤0.01%	440
2020 Q3	$5.95K	Buy	200 +1	+0.5%	+$30	﹤0.01%	406
2020 Q2	$5.72K	Sell	199 -2,154	-92%	-$60.9K	﹤0.01%	397
2020 Q1	$63K	Buy	2,353 +2	+0.1%	+$71	0.05%	151
2019 Q4	$91.2K	Buy	+2,351	New	+$94.6K	0.06%	128

Other funds holding RWX

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Financial Perspectives's RWX Position: Q1 2023 in Review

Financial Perspectives sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2023, closing a stake of 220 shares — an estimated $5.88K sold.

Financial Perspectives first reported a position in RWX in Q4 2019 and held it in 13 quarters. The position peaked at $203K in Q1 2021. 150 funds tracked by Wall St. Rank hold RWX as of Q1 2023.

Financial Perspectives reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Financial Perspectives sold 220 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2023, an estimated $5.88K.
Financial Perspectives first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2019 and held it in 13 quarters.
Financial Perspectives's State Street SPDR Dow Jones International Real Estate ETF position peaked at $203K in Q1 2021.
150 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2023.

Based on Financial Perspectives's 13F filing for Q1 2023, filed 10 Jan 2024.