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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
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 $1.8B 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kelly Financial Services's RWX Position: Q3 2024 in Review

Kelly Financial Services sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2024, closing a stake of 252 shares — an estimated $6.06K sold.

Kelly Financial Services first reported a position in RWX in Q3 2021 and held it in 12 quarters. The position peaked at $20K in Q3 2022. 136 funds tracked by Wall St. Rank hold RWX as of Q3 2024.

  • Kelly Financial Services reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 252 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2024, an estimated $6.06K.
  • Kelly Financial Services first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2021 and held it in 12 quarters.
  • Kelly Financial Services's State Street SPDR Dow Jones International Real Estate ETF position peaked at $20K in Q3 2022.
  • 136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.