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

Lido 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
-8,545
Closed -$236K – 1587
2024
Q3 		$236K Sell
8,545
-1,446
-14% -$37.9K ﹤0.01% 1262
2024
Q2 		$240K Buy
9,991
+284
+3% +$7.13K ﹤0.01% 1216
2024
Q1 		$253K Sell
9,707
-6,474
-40% -$166K ﹤0.01% 1166
2023
Q4 		$452K Sell
16,181
-1,889
-10% -$46.5K ﹤0.01% 894
2023
Q3 		$430K Buy
18,070
+1,968
+12% +$49.6K ﹤0.01% 790
2023
Q2 		$407K Buy
+16,102
New +$423K ﹤0.01% 799
2020
Q4 		– Sell
-15,063
Closed -$448K – 850
2020
Q3 		$448K Buy
+15,063
New +$451K 0.01% 404
2019
Q4 		– Sell
-5,700
Closed -$225K – 675
2019
Q3 		$225K Hold
5,700
– – 0.01% 526
2019
Q2 		$220K Sell
5,700
-227
-4% -$8.81K 0.01% 494
2019
Q1 		$232K Sell
5,927
-162
-3% -$6.18K 0.02% 455
2018
Q4 		$215K Buy
6,089
+389
+7% +$14.3K 0.02% 383
2018
Q3 		$218K Hold
5,700
– – 0.02% 406
2018
Q2 		$223K Sell
5,700
-875
-13% -$35.1K 0.03% 378
2018
Q1 		$263K Buy
6,575
+750
+13% +$30.2K 0.04% 303
2017
Q4 		$235K Hold
5,825
– – 0.03% 265
2017
Q3 		$224K Buy
+5,825
New +$226K 0.04% 247

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

Lido Advisors's RWX Position: Q4 2024 in Review

Lido Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2024, closing a stake of 8,545 shares — an estimated $236K sold.

Lido Advisors first reported a position in RWX in Q3 2017 and held it in 16 quarters. The position peaked at $452K in Q4 2023. 123 funds tracked by Wall St. Rank hold RWX as of Q4 2024.

  • Lido Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 8,545 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2024, an estimated $236K.
  • Lido Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2017 and held it in 16 quarters.
  • Lido Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $452K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.