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

Sax Wealth 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 Q2	–	Sell	-8,842	Closed	-$302K	–	174
2022 Q1	$302K	Sell	8,842 -1,150	-12%	-$38.8K	0.07%	139
2021 Q4	$356K	Sell	9,992 -17,550	-64%	-$632K	0.07%	137
2021 Q3	$978K	Buy	27,542 +1,036	+4%	+$38.9K	0.23%	66
2021 Q2	$973K	Buy	26,506 +9,238	+53%	+$339K	0.33%	60
2021 Q1	$595K	Sell	17,268 -411	-2%	-$14K	0.22%	84
2020 Q4	$603K	Buy	+17,679	New	+$561K	0.28%	67

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 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

Sax Wealth Advisors's RWX Position: Q2 2022 in Review

Sax Wealth Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2022, closing a stake of 8,842 shares — an estimated $302K sold.

Sax Wealth Advisors first reported a position in RWX in Q4 2020 and held it in 6 quarters. The position peaked at $978K in Q3 2021. 170 funds tracked by Wall St. Rank hold RWX as of Q2 2022.

Sax Wealth Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Sax Wealth Advisors sold 8,842 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2022, an estimated $302K.
Sax Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2020 and held it in 6 quarters.
Sax Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $978K in Q3 2021.
170 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2022.

Based on Sax Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.