Larson Financial Group’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Larson Financial Group’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
2023 Q1	–	Sell	-68	Closed	-$1.82K	–	1597
2022 Q4	$1.82K	Buy	68 +5	+8%	+$128	﹤0.01%	1206
2022 Q3	$2K	Buy	63 +4	+7%	+$112	﹤0.01%	1138
2022 Q2	$2K	Buy	59 +3	+5%	+$94	﹤0.01%	1057
2022 Q1	$2K	Buy	56 +8	+17%	+$270	﹤0.01%	934
2021 Q4	$2K	Sell	48 -833	-95%	-$30K	﹤0.01%	965
2021 Q3	$31K	Buy	881 +839	+1,998%	+$31.5K	0.01%	377
2021 Q2	$2K	Buy	42 +2	+5%	+$73	﹤0.01%	734
2021 Q1	$1K	Buy	40 +5	+14%	+$171	﹤0.01%	790
2020 Q4	$1K	Buy	35 +3	+9%	+$95	﹤0.01%	719
2020 Q3	$1K	Buy	+32	New	+$957	﹤0.01%	682

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Larson Financial Group's RWX Position: Q1 2023 in Review

Larson Financial Group sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2023, closing a stake of 68 shares — an estimated $1.82K sold.

Larson Financial Group first reported a position in RWX in Q3 2020 and held it in 10 quarters. The position peaked at $31K in Q3 2021. 150 funds tracked by Wall St. Rank hold RWX as of Q1 2023.

Larson Financial Group reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Larson Financial Group sold 68 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2023, an estimated $1.82K.
Larson Financial Group first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2020 and held it in 10 quarters.
Larson Financial Group's State Street SPDR Dow Jones International Real Estate ETF position peaked at $31K in Q3 2021.
150 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2023.

Based on Larson Financial Group's 13F filing for Q1 2023, filed 4 May 2023.