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

HHM Wealth Advisors’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
-205
Closed -$5.65K – 1038
2024
Q3 		$5.65K Hold
205
– – ﹤0.01% 637
2024
Q2 		$4.92K Hold
205
– – ﹤0.01% 634
2024
Q1 		$5.35K Buy
+205
New +$5.26K ﹤0.01% 622
2023
Q2 		– Sell
-214
Closed -$5.62K – 845
2023
Q1 		$5.62K Buy
+214
New +$5.84K ﹤0.01% 630

Other funds holding RWX

OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
M&T Bank
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
SC
Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HHM Wealth Advisors's RWX Position: Q4 2024 in Review

HHM Wealth Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2024, closing a stake of 205 shares — an estimated $5.65K sold.

HHM Wealth Advisors first reported a position in RWX in Q1 2023 and held it in 4 quarters. The position peaked at $5.65K in Q3 2024. 123 funds tracked by Wall St. Rank hold RWX as of Q4 2024.

  • HHM Wealth Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 205 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2024, an estimated $5.65K.
  • HHM Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2023 and held it in 4 quarters.
  • HHM Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $5.65K 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 HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.