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

Sterling Financial Planning’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	-1,943	Closed	-$69K	–	330
2021 Q3	$69K	Buy	1,943 +15	+0.8%	+$563	0.04%	159
2021 Q2	$71K	Buy	1,928 +14	+0.7%	+$514	0.05%	145
2021 Q1	$66K	Buy	1,914 +9	+0.5%	+$307	0.05%	132
2020 Q4	$65K	Buy	+1,905	New	+$60.4K	0.05%	124

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

Sterling Financial Planning's RWX Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2021, closing a stake of 1,943 shares — an estimated $69K sold.

Sterling Financial Planning first reported a position in RWX in Q4 2020 and held it in 4 quarters. The position peaked at $71K in Q2 2021. 182 funds tracked by Wall St. Rank hold RWX as of Q4 2021.

Sterling Financial Planning reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 1,943 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2021, an estimated $69K.
Sterling Financial Planning first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's State Street SPDR Dow Jones International Real Estate ETF position peaked at $71K 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 Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.