GW & Wade’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

GW & Wade’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
2022 Q4	–	Sell	-8,915	Closed	-$215K	–	402
2022 Q3	$215K	Hold	8,915	–	–	0.01%	350
2022 Q2	$252K	Hold	8,915	–	–	0.01%	328
2022 Q1	$304K	Hold	8,915	–	–	0.01%	310
2021 Q4	$317K	Sell	8,915 -3,560	-29%	-$128K	0.01%	314
2021 Q3	$443K	Hold	12,475	–	–	0.02%	263
2021 Q2	$458K	Hold	12,475	–	–	0.02%	259
2021 Q1	$430K	Buy	+12,475	New	+$426K	0.02%	238

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

GW & Wade's RWX Position: Q4 2022 in Review

GW & Wade sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2022, closing a stake of 8,915 shares — an estimated $215K sold.

GW & Wade first reported a position in RWX in Q1 2021 and held it in 7 quarters. The position peaked at $458K in Q2 2021. 144 funds tracked by Wall St. Rank hold RWX as of Q4 2022.

GW & Wade reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2022 after selling out during the quarter.
GW & Wade sold 8,915 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2022, an estimated $215K.
GW & Wade first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2021 and held it in 7 quarters.
GW & Wade's State Street SPDR Dow Jones International Real Estate ETF position peaked at $458K in Q2 2021.
144 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2022.

Based on GW & Wade's 13F filing for Q4 2022, filed 10 Feb 2023.