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

MD Financial Management’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
2021 Q4	$88.2M	Sell	2,477,388 -11,150	-0.4%	-$402K	2.13%	14
2021 Q3	$88.3M	Buy	2,488,538 +134,706	+6%	+$5.05M	2.24%	13
2021 Q2	$80.4M	Sell	2,353,832 -9,210	-0.4%	-$338K	2.3%	13
2021 Q1	$80.6M	Buy	2,363,042 +34,778	+1%	+$1.19M	2.35%	12
2020 Q4	$79.4M	Sell	2,328,264 -15,740	-0.7%	-$499K	2.51%	13
2020 Q3	$69.6M	Sell	2,344,004 -205,789	-8%	-$6.16M	2.81%	12
2020 Q2	$73.5M	Buy	2,549,793 +234,069	+10%	+$6.62M	3.97%	8
2020 Q1	$62M	Buy	2,315,724 +16,395	+0.7%	+$581K	3.83%	10
2019 Q4	$89.2M	Buy	2,299,329 +497,586	+28%	+$20M	4.48%	8
2019 Q3	$71.2M	Sell	1,801,743 -480,409	-21%	-$18.7M	3.73%	12
2019 Q2	$88.4M	Sell	2,282,152 -119,808	-5%	-$4.65M	4.28%	7
2019 Q1	$94.3M	Buy	2,401,960 +314,750	+15%	+$12M	4.31%	11
2018 Q4	$73.8M	Sell	2,087,210 -54,781	-3%	-$2.02M	3.68%	15
2018 Q3	$81.9M	Buy	2,141,991 +26,874	+1%	+$1.05M	3.72%	14
2018 Q2	$82.8M	Buy	2,115,117 +107,104	+5%	+$4.3M	3.83%	13
2018 Q1	$80.4M	Buy	2,008,013 +76,035	+4%	+$3.06M	3.85%	12
2017 Q4	$78.2M	Buy	+1,931,978	New	+$75.4M	3.83%	10

Other funds holding RWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

MD Financial Management's RWX Position: Q4 2021 in Review

MD Financial Management reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 0.45% in Q4 2021, selling an estimated $402K and leaving 2,477,388 shares worth $88.2M. The position accounts for 2.13% of the portfolio, ranked #14.

MD Financial Management first reported a position in RWX in Q4 2017 and has held it in 17 quarters since. The position peaked at $94.3M in Q1 2019. 181 funds tracked by Wall St. Rank hold RWX as of Q4 2021.

MD Financial Management held 2,477,388 shares of State Street SPDR Dow Jones International Real Estate ETF worth $88.2M as of Q4 2021.
MD Financial Management sold 11,150 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2021, an estimated $402K.
State Street SPDR Dow Jones International Real Estate ETF made up 2.13% of MD Financial Management's portfolio in Q4 2021, its #14 holding.
MD Financial Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2017 and has held it in 17 quarters since.
MD Financial Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $94.3M in Q1 2019.
181 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.