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

Raymond James Financial Services 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
2023 Q4	–	Sell	-9,137	Closed	-$217K	–	3406
2023 Q3	$217K	Sell	9,137 -52,559	-85%	-$1.32M	﹤0.01%	2881
2023 Q2	$1.53M	Buy	61,696 +2,390	+4%	+$62.7K	﹤0.01%	1675
2023 Q1	$1.56M	Buy	59,306 +10,347	+21%	+$282K	﹤0.01%	1640
2022 Q4	$1.31M	Sell	48,959 -7,516	-13%	-$192K	﹤0.01%	1674
2022 Q3	$1.36M	Buy	56,475 +4,440	+9%	+$124K	﹤0.01%	1652
2022 Q2	$1.47M	Buy	52,035 +467	+0.9%	+$14.6K	﹤0.01%	1614
2022 Q1	$1.76M	Sell	51,568 -468	-0.9%	-$15.8K	﹤0.01%	1571
2021 Q4	$1.85M	Buy	52,036 +2,351	+5%	+$84.7K	﹤0.01%	1592
2021 Q3	$1.76M	Buy	49,685 +1,189	+2%	+$44.6K	﹤0.01%	1566
2021 Q2	$1.78M	Buy	48,496 +3,113	+7%	+$114K	﹤0.01%	1541
2021 Q1	$1.56M	Buy	45,383 +1,277	+3%	+$43.6K	﹤0.01%	1546
2020 Q4	$1.5M	Sell	44,106 -6,042	-12%	-$192K	﹤0.01%	1466
2020 Q3	$1.49M	Sell	50,148 -19,267	-28%	-$576K	﹤0.01%	1312
2020 Q2	$2M	Buy	69,415 +2,569	+4%	+$72.7K	0.01%	1126
2020 Q1	$1.79M	Sell	66,846 -7,653	-10%	-$271K	0.01%	938
2019 Q4	$2.89M	Sell	74,499 -1,252	-2%	-$50.4K	0.01%	988
2019 Q3	$2.99M	Sell	75,751 -5,783	-7%	-$225K	0.01%	903
2019 Q2	$3.16M	Buy	81,534 +511	+0.6%	+$19.8K	0.01%	871
2019 Q1	$3.18M	Buy	81,023 +1,524	+2%	+$58.1K	0.01%	833
2018 Q4	$2.81M	Buy	79,499 +16,900	+27%	+$623K	0.01%	747
2018 Q3	$2.39M	Buy	62,599 +1,642	+3%	+$64.2K	0.01%	970
2018 Q2	$2.39M	Buy	+60,957	New	+$2.45M	0.01%	922
2018 Q1	–	Sell	-60,475	Closed	-$2.45M	–	2701
2017 Q4	$2.45M	Sell	60,475 -8,631	-12%	-$337K	0.02%	826
2017 Q3	$2.65M	Buy	69,106 +6,691	+11%	+$259K	0.02%	791
2017 Q2	$2.38M	Buy	62,415 +44	+0.1%	+$1.7K	0.02%	807
2017 Q1	$2.33M	Buy	62,371 +9,399	+18%	+$348K	0.02%	762
2016 Q4	$1.91M	Sell	52,972 -5,941	-10%	-$226K	0.02%	802
2016 Q3	$2.46M	Sell	58,913 -945	-2%	-$39.7K	0.02%	672
2016 Q2	$2.48M	Buy	59,858 +1,398	+2%	+$58.5K	0.02%	639
2016 Q1	$2.42M	Buy	58,460 +1,312	+2%	+$50.6K	0.03%	556
2015 Q4	$2.24M	Buy	57,148 +14,052	+33%	+$566K	0.03%	603
2015 Q3	$1.7M	Buy	43,096 +29,468	+216%	+$1.2M	0.03%	578
2015 Q2	$570K	Sell	13,628 -9,170	-40%	-$403K	0.04%	443
2015 Q1	$988K	Buy	22,798 +264	+1%	+$11.5K	0.05%	354
2014 Q4	$937K	Sell	22,534 -72	-0.3%	-$3.02K	0.05%	355
2014 Q3	$936K	Sell	22,606 -1,641	-7%	-$72.2K	0.05%	362
2014 Q2	$1.07M	Sell	24,247 -78	-0.3%	-$3.37K	0.06%	316
2014 Q1	$1M	Buy	24,325 +304	+1%	+$12.4K	0.06%	325
2013 Q4	$990K	Sell	24,021 -23	-0.1%	-$969	0.06%	314
2013 Q3	$1.01M	Sell	24,044 -36,459	-60%	-$1.49M	0.07%	301
2013 Q2	$2.41M	Buy	+60,503	New	+$2.62M	0.07%	325

Other funds holding RWX

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

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

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

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

Raymond James Financial Services Advisors's RWX Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2023, closing a stake of 9,137 shares — an estimated $217K sold.

Raymond James Financial Services Advisors first reported a position in RWX in Q2 2013 and held it in 41 quarters. The position peaked at $3.18M in Q1 2019. 136 funds tracked by Wall St. Rank hold RWX as of Q4 2023.

Raymond James Financial Services Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 9,137 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2023, an estimated $217K.
Raymond James Financial Services Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 41 quarters.
Raymond James Financial Services Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $3.18M in Q1 2019.
136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.