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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,130	Closed	-$277K	–	136
2019 Q4	$277K	Buy	7,130 +27	+0.4%	+$1.09K	0.05%	111
2019 Q3	$281K	Sell	7,103 -371	-5%	-$14.4K	0.05%	102
2019 Q2	$290K	Sell	7,474 -1,996	-21%	-$77.5K	0.05%	96
2019 Q1	$372K	Buy	9,470 +6	+0.1%	+$229	0.07%	84
2018 Q4	$334K	Sell	9,464 -2,438	-20%	-$89.9K	0.08%	82
2018 Q3	$455K	Buy	11,902 +13	+0.1%	+$508	0.09%	68
2018 Q2	$465K	Buy	11,889 +12	+0.1%	+$481	0.1%	69
2018 Q1	$475K	Buy	11,877 +6	+0.1%	+$242	0.11%	64
2017 Q4	$481K	Buy	11,871 +307	+3%	+$12K	0.11%	70
2017 Q3	$444K	Sell	11,564 -389	-3%	-$15.1K	0.11%	63
2017 Q2	$455K	Sell	11,953 -1,588	-12%	-$61.4K	0.12%	61
2017 Q1	$506K	Buy	13,541 +7	+0.1%	+$259	0.14%	57
2016 Q4	$488K	Sell	13,534 -3,953	-23%	-$151K	0.15%	56
2016 Q3	$729K	Sell	17,487 -158	-0.9%	-$6.64K	0.22%	44
2016 Q2	$731K	Sell	17,645 -230	-1%	-$9.62K	0.24%	41
2016 Q1	$741K	Buy	17,875 +281	+2%	+$10.8K	0.27%	43
2015 Q4	$688K	Buy	17,594 +7	+0%	+$282	0.26%	44
2015 Q3	$691K	Buy	17,587 +20	+0.1%	+$815	0.27%	44
2015 Q2	$735K	Buy	17,567 +4	+0%	+$176	0.29%	39
2015 Q1	$761K	Buy	17,563 +773	+5%	+$33.6K	0.31%	39
2014 Q4	$697K	Buy	+16,790	New	+$704K	0.29%	41