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

Merriman Wealth 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
2023 Q2	–	Sell	-162,179	Closed	-$4.26M	–	213
2023 Q1	$4.26M	Buy	+162,179	New	+$4.42M	0.22%	50
2020 Q1	–	Sell	-152,678	Closed	-$5.92M	–	193
2019 Q4	$5.92M	Sell	152,678 -2,686	-2%	-$108K	1.14%	28
2019 Q3	$6.14M	Sell	155,364 -11,600	-7%	-$451K	1.24%	27
2019 Q2	$64.9K	Sell	166,964 -22,785	-12%	-$884K	1.25%	27
2019 Q1	$7.45M	Buy	+189,749	New	+$7.23M	1.41%	22
2018 Q1	–	Sell	-158,474	Closed	-$6.42M	–	203
2017 Q4	$6.42M	Buy	158,474 +1,950	+1%	+$76.1K	1.57%	14
2017 Q3	$6.01M	Buy	156,524 +2,200	+1%	+$85.3K	1.43%	16
2017 Q2	$5.88M	Buy	154,324 +9,582	+7%	+$370K	1.64%	18
2017 Q1	$5.41M	Buy	+144,742	New	+$5.36M	1.32%	24
2016 Q4	–	Sell	-19,550	Closed	-$815K	–	166
2016 Q3	$815K	Buy	+19,550	New	+$822K	0.17%	98
2016 Q2	–	Sell	-165,274	Closed	-$6.85M	–	116
2016 Q1	$6.85M	Buy	+165,274	New	+$6.37M	6.38%	3
2014 Q4	–	Sell	-145,498	Closed	-$6.11M	–	47
2014 Q3	$6.11M	Sell	145,498 -7,006	-5%	-$308K	7.91%	5
2014 Q2	$6.81M	Sell	152,504 -2,819	-2%	-$122K	6.87%	4
2014 Q1	$6.71M	Buy	+155,323	New	+$6.31M	6.94%	3

Other funds holding RWX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Merriman Wealth Management's RWX Position: Q2 2023 in Review

Merriman Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2023, closing a stake of 162,179 shares — an estimated $4.26M sold.

Merriman Wealth Management first reported a position in RWX in Q1 2014 and held it in 14 quarters. The position peaked at $7.45M in Q1 2019. 134 funds tracked by Wall St. Rank hold RWX as of Q2 2023.

Merriman Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Merriman Wealth Management sold 162,179 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2023, an estimated $4.26M.
Merriman Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2014 and held it in 14 quarters.
Merriman Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $7.45M in Q1 2019.
134 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2023.

Based on Merriman Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.