Lido Advisors

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

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

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return