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KFS
Kelly Financial Services’s
State Street SPDR Dow Jones International Real Estate ETF
RWX
Stock Holding History
Kelly Financial Services’s Portfolio
RWX Stock Details
RWX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-252
Closed
-$6.06K
–
616
2024
Q2
$6.06K
Buy
252
+22
+10%
+$552
﹤0.01%
475
2024
Q1
$6.01K
Sell
230
-177
-43%
-$4.54K
﹤0.01%
483
2023
Q4
$11.1K
Sell
407
-12
-3%
-$296
﹤0.01%
382
2023
Q3
$9.96K
Buy
419
+36
+9%
+$907
﹤0.01%
370
2023
Q2
$9.47K
Buy
383
+26
+7%
+$682
﹤0.01%
374
2023
Q1
$9.38K
Sell
357
-163
-31%
-$4.45K
﹤0.01%
362
2022
Q4
$13.9K
Sell
520
-311
-37%
-$7.96K
0.01%
295
2022
Q3
$20K
Buy
831
+260
+46%
+$7.26K
0.01%
260
2022
Q2
$16.1K
Buy
571
+505
+765%
+$15.8K
0.01%
274
2022
Q1
$2.27K
Hold
66
–
–
﹤0.01%
511
2021
Q4
$2.35K
Buy
66
+4
+6%
+$144
﹤0.01%
521
2021
Q3
$2.22K
Buy
+62
New
+$2.33K
﹤0.01%
501
Other funds holding RWX
OPCM
Osborne Partners Capital Management
San Francisco, California
$1.89B AUM
16.21%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
AC
AWM Capital
Phoenix, Arizona
$1.1B AUM
15.03%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
MD
Money Design
Tokyo, Japan
$2.14B AUM
10.33%
1-Year Est. Return
SG Americas Securities
New York
$92.9B AUM
36.98%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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