Money Concepts Capital’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-419	Closed	-$11.2K	–	2432
2022 Q4	$11.2K	Buy	+419	New	+$10.7K	﹤0.01%	1959
2021 Q1	$1K	Sell	17 -10	-37%	-$342	﹤0.01%	705
2020 Q4	$1K	Buy	+27	New	+$857	﹤0.01%	651

Other funds holding RWX

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Money Concepts Capital's RWX Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2023, closing a stake of 419 shares — an estimated $11.2K sold.

Money Concepts Capital first reported a position in RWX in Q4 2020 and held it in 3 quarters. The position peaked at $11.2K in Q4 2022. 150 funds tracked by Wall St. Rank hold RWX as of Q1 2023.

Money Concepts Capital reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 419 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2023, an estimated $11.2K.
Money Concepts Capital first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2020 and held it in 3 quarters.
Money Concepts Capital's State Street SPDR Dow Jones International Real Estate ETF position peaked at $11.2K in Q4 2022.
150 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.