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

LifePlan 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
2020
Q3 		$1K Hold
25
– – ﹤0.01% 555
2020
Q2 		$1K Hold
25
– – ﹤0.01% 559
2020
Q1 		$1K Hold
25
– – ﹤0.01% 538
2019
Q4 		$1K Hold
25
– – ﹤0.01% 541
2019
Q3 		$1K Sell
25
-287
-92% -$11.2K ﹤0.01% 532
2019
Q2 		$12K Sell
312
-622
-67% -$24.1K 0.01% 392
2019
Q1 		$37K Sell
934
-5,074
-84% -$193K 0.02% 279
2018
Q4 		$212K Sell
6,008
-203
-3% -$7.48K 0.13% 118
2018
Q3 		$238K Hold
6,211
– – 0.13% 114
2018
Q2 		$243K Buy
6,211
+33
+0.5% +$1.32K 0.14% 108
2018
Q1 		$247K Sell
6,178
-884
-13% -$35.6K 0.14% 102
2017
Q4 		$271K Hold
7,062
– – 0.17% 95
2017
Q3 		$271K Buy
7,062
+51
+0.7% +$1.98K 0.17% 95
2017
Q2 		$267K Hold
7,011
– – 0.18% 94
2017
Q1 		$262K Buy
7,011
+22
+0.3% +$815 0.18% 94
2016
Q4 		$252K Sell
6,989
-370
-5% -$14.1K 0.18% 101
2016
Q3 		$307K Buy
7,359
+71
+1% +$2.98K 0.21% 83
2016
Q2 		$302K Hold
7,288
– – 0.21% 78
2016
Q1 		$302K Buy
7,288
+71
+1% +$2.74K 0.21% 74
2015
Q4 		$282K Hold
7,217
– – 0.2% 73
2015
Q3 		$284K Sell
7,217
-9,803
-58% -$399K 0.21% 73
2015
Q2 		$712K Buy
17,020
+9,761
+134% +$429K 0.48% 50
2015
Q1 		$314K Sell
7,259
-334
-4% -$14.5K 0.21% 57
2014
Q4 		$316K Sell
7,593
-1,719
-18% -$72K 0.21% 57
2014
Q3 		$386K Sell
9,312
-8,774
-49% -$386K 0.33% 44
2014
Q2 		$800K Buy
18,086
+11,381
+170% +$492K 0.57% 30
2014
Q1 		$276K Sell
6,705
-5,073
-43% -$206K 0.22% 47
2013
Q4 		$485K Sell
11,778
-157,239
-93% -$6.62M 0.33% 40
2013
Q3 		$7.12M Buy
169,017
+160,926
+1,989% +$6.56M 5.79% 7
2013
Q2 		$323K Buy
+8,091
New +$350K 0.36% 36

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

LifePlan Financial Group's RWX Position: Q3 2020 in Review

LifePlan Financial Group held its State Street SPDR Dow Jones International Real Estate ETF (RWX) position steady in Q3 2020 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

LifePlan Financial Group first reported a position in RWX in Q2 2013 and has held it in 30 quarters since. The position peaked at $7.12M in Q3 2013. 167 funds tracked by Wall St. Rank hold RWX as of Q3 2020.

  • LifePlan Financial Group held 25 shares of State Street SPDR Dow Jones International Real Estate ETF worth $1K as of Q3 2020.
  • LifePlan Financial Group left its State Street SPDR Dow Jones International Real Estate ETF share count unchanged in Q3 2020.
  • State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #555 holding.
  • LifePlan Financial Group first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's State Street SPDR Dow Jones International Real Estate ETF position peaked at $7.12M in Q3 2013.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.