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

Stamos Capital Partners’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
2021 Q4	–	Sell	-46,970	Closed	-$1.67M	–	60
2021 Q3	$1.67M	Buy	46,970 +350	+0.8%	+$13.1K	0.93%	33
2021 Q2	$1.71M	Buy	46,620 +2,720	+6%	+$99.8K	0.9%	37
2021 Q1	$1.51M	Hold	43,900	–	–	0.76%	36
2020 Q4	$1.5M	Buy	43,900 +30,400	+225%	+$965K	0.64%	39
2020 Q3	$401K	Buy	+13,500	New	+$404K	0.15%	57

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Stamos Capital Partners's RWX Position: Q4 2021 in Review

Stamos Capital Partners sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2021, closing a stake of 46,970 shares — an estimated $1.67M sold.

Stamos Capital Partners first reported a position in RWX in Q3 2020 and held it in 5 quarters. The position peaked at $1.71M in Q2 2021. 182 funds tracked by Wall St. Rank hold RWX as of Q4 2021.

Stamos Capital Partners reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Stamos Capital Partners sold 46,970 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2021, an estimated $1.67M.
Stamos Capital Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2020 and held it in 5 quarters.
Stamos Capital Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.71M in Q2 2021.
182 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2021.

Based on Stamos Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.