PFS
RWX icon

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

Prospera Financial Services’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
Q3 		– Sell
-138
Closed -$4K – 1442
2022
Q2 		$4K Sell
138
-397
-74% -$12.4K ﹤0.01% 1486
2022
Q1 		$18K Buy
+535
New +$18.1K ﹤0.01% 1775
2020
Q4 		– Sell
-7,239
Closed -$215K – 1382
2020
Q3 		$215K Sell
7,239
-129
-2% -$3.86K 0.08% 217
2020
Q2 		$212K Buy
+7,368
New +$208K 0.02% 528
2020
Q1 		– Sell
-10,157
Closed -$394K – 608
2019
Q4 		$394K Sell
10,157
-2,650
-21% -$107K 0.03% 424
2019
Q3 		$506K Sell
12,807
-1,023
-7% -$39.8K 0.05% 308
2019
Q2 		$540K Sell
13,830
-2,031
-13% -$78.8K 0.06% 272
2019
Q1 		$618K Buy
15,861
+2,764
+21% +$105K 0.2% 141
2018
Q4 		$464K Sell
13,097
-439
-3% -$16.2K 0.09% 208
2018
Q3 		$526K Sell
13,536
-4,365
-24% -$171K 0.1% 207
2018
Q2 		$702K Buy
17,901
+260
+1% +$10.4K 0.1% 183
2018
Q1 		$708K Buy
17,641
+10,218
+138% +$412K 0.1% 183
2017
Q4 		$303K Sell
7,423
-8,586
-54% -$335K 0.05% 304
2017
Q3 		$614K Sell
16,009
-984
-6% -$38.1K 0.09% 205
2017
Q2 		$644K Sell
16,993
-388
-2% -$15K 0.1% 182
2017
Q1 		$650K Buy
17,381
+3,731
+27% +$138K 0.12% 153
2016
Q4 		$495K Buy
13,650
+34
+0.2% +$1.3K 0.1% 187
2016
Q3 		$568K Buy
13,616
+1,931
+17% +$81.2K 0.11% 164
2016
Q2 		$484K Buy
11,685
+767
+7% +$32.1K 0.1% 171
2016
Q1 		$453K Buy
+10,918
New +$421K 0.1% 153

Other funds holding RWX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Prospera Financial Services's RWX Position: Q3 2022 in Review

Prospera Financial Services sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2022, closing a stake of 138 shares — an estimated $4K sold.

Prospera Financial Services first reported a position in RWX in Q1 2016 and held it in 20 quarters. The position peaked at $708K in Q1 2018. 150 funds tracked by Wall St. Rank hold RWX as of Q3 2022.

  • Prospera Financial Services reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 138 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2022, an estimated $4K.
  • Prospera Financial Services first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2016 and held it in 20 quarters.
  • Prospera Financial Services's State Street SPDR Dow Jones International Real Estate ETF position peaked at $708K in Q1 2018.
  • 150 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.