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

Personal Capital 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
2022 Q4	$1.4M	Buy	52,335 +42,612	+438%	+$1.09M	0.01%	226
2022 Q3	$234K	Sell	9,723 -558	-5%	-$15.6K	﹤0.01%	409
2022 Q2	$290K	Buy	10,281 +912	+10%	+$28.5K	﹤0.01%	360
2022 Q1	$320K	Sell	9,369 -142	-1%	-$4.79K	﹤0.01%	374
2021 Q4	$339K	Sell	9,511 -1,151	-11%	-$41.5K	﹤0.01%	413
2021 Q3	$379K	Buy	10,662 +177	+2%	+$6.64K	﹤0.01%	354
2021 Q2	$385K	Sell	10,485 -1,564	-13%	-$57.4K	﹤0.01%	351
2021 Q1	$415K	Buy	12,049 +96	+0.8%	+$3.28K	﹤0.01%	331
2020 Q4	$407K	Buy	11,953 +760	+7%	+$24.1K	﹤0.01%	327
2020 Q3	$333K	Sell	11,193 -3,637	-25%	-$109K	﹤0.01%	315
2020 Q2	$427K	Buy	+14,830	New	+$420K	﹤0.01%	265

Other funds holding RWX

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

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

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

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Personal Capital Advisors's RWX Position: Q4 2022 in Review

Personal Capital Advisors increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 438% in Q4 2022, buying an estimated $1.09M and bringing the position to 52,335 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #226.

Personal Capital Advisors first reported a position in RWX in Q2 2020 and has held it in 11 quarters since. 144 funds tracked by Wall St. Rank hold RWX as of Q4 2022.

Personal Capital Advisors held 52,335 shares of State Street SPDR Dow Jones International Real Estate ETF worth $1.4M as of Q4 2022.
Personal Capital Advisors bought 42,612 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2022, an estimated $1.09M.
State Street SPDR Dow Jones International Real Estate ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #226 holding.
Personal Capital Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2020 and has held it in 11 quarters since.
144 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.