Strategic Investment Solutions’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Strategic Investment Solutions’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
2024 Q3	–	Sell	-380	Closed	-$13.5K	–	689
2024 Q2	$13.5K	Buy	+380	New	+$9.54K	﹤0.01%	314
2023 Q4	–	Sell	-23,940	Closed	-$603K	–	1174
2023 Q3	$603K	Buy	23,940 +23,560	+6,200%	+$593K	0.01%	374
2023 Q2	$9.7K	Hold	380	–	–	﹤0.01%	563
2023 Q1	$9.99K	Buy	+380	New	+$10.4K	﹤0.01%	646

Other funds holding RWX

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Investment Solutions's RWX Position: Q3 2024 in Review

Strategic Investment Solutions sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2024, closing a stake of 380 shares — an estimated $13.5K sold.

Strategic Investment Solutions first reported a position in RWX in Q1 2023 and held it in 4 quarters. The position peaked at $603K in Q3 2023. 136 funds tracked by Wall St. Rank hold RWX as of Q3 2024.

Strategic Investment Solutions reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Strategic Investment Solutions sold 380 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2024, an estimated $13.5K.
Strategic Investment Solutions first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2023 and held it in 4 quarters.
Strategic Investment Solutions's State Street SPDR Dow Jones International Real Estate ETF position peaked at $603K in Q3 2023.
136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2024.

Based on Strategic Investment Solutions's 13F filing for Q3 2024, filed 23 Oct 2024.