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

SOL Capital Management’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 Q3	–	Sell	-9,255	Closed	-$229K	–	294
2023 Q2	$229K	Hold	9,255	–	–	0.03%	266
2023 Q1	$243K	Sell	9,255 -40	-0.4%	-$1.09K	0.04%	263
2022 Q4	$249K	Buy	+9,295	New	+$238K	0.04%	253
2015 Q4	–	Sell	-5,145	Closed	-$202K	–	201
2015 Q3	$202K	Hold	5,145	–	–	0.08%	182
2015 Q2	$215K	Buy	+5,145	New	+$226K	0.08%	182
2014 Q4	–	Sell	-4,870	Closed	-$202K	–	193
2014 Q3	$202K	Buy	4,870 +100	+2%	+$4.4K	0.08%	177
2014 Q2	$211K	Buy	+4,770	New	+$206K	0.08%	178
2014 Q1	–	Sell	-4,940	Closed	-$204K	–	184
2013 Q4	$204K	Hold	4,940	–	–	0.08%	173
2013 Q3	$208K	Buy	+4,940	New	+$201K	0.09%	171

Other funds holding RWX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 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

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

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

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

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

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

SOL Capital Management's RWX Position: Q3 2023 in Review

SOL Capital Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2023, closing a stake of 9,255 shares — an estimated $229K sold.

SOL Capital Management first reported a position in RWX in Q3 2013 and held it in 9 quarters. The position peaked at $249K in Q4 2022. 134 funds tracked by Wall St. Rank hold RWX as of Q3 2023.

SOL Capital Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2023 after selling out during the quarter.
SOL Capital Management sold 9,255 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2023, an estimated $229K.
SOL Capital Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2013 and held it in 9 quarters.
SOL Capital Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $249K in Q4 2022.
134 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2023.

Based on SOL Capital Management's 13F filing for Q3 2023, filed 19 Oct 2023.