Surevest’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Surevest’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 Q3	$707K	Buy	29,313 +2,439	+9%	+$68.1K	0.19%	106
2022 Q2	$758K	Buy	26,874 +670	+3%	+$20.9K	0.2%	101
2022 Q1	$894K	Buy	26,204 +24,014	+1,097%	+$810K	0.22%	97
2021 Q4	$78K	Buy	+2,190	New	+$78.9K	0.02%	161
2019 Q1	–	Sell	-6,047	Closed	-$214K	–	141
2018 Q4	$214K	Buy	+6,047	New	+$223K	0.17%	122

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

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

OPCM

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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Surevest's RWX Position: Q3 2022 in Review

Surevest increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 9.1% in Q3 2022, buying an estimated $68.1K and bringing the position to 29,313 shares worth $707K. The position accounts for 0.19% of the portfolio, ranked #106.

Surevest first reported a position in RWX in Q4 2018 and has held it in 5 quarters since. The position peaked at $894K in Q1 2022. 150 funds tracked by Wall St. Rank hold RWX as of Q3 2022.

Surevest held 29,313 shares of State Street SPDR Dow Jones International Real Estate ETF worth $707K as of Q3 2022.
Surevest bought 2,439 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2022, an estimated $68.1K.
State Street SPDR Dow Jones International Real Estate ETF made up 0.19% of Surevest's portfolio in Q3 2022, its #106 holding.
Surevest first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2018 and has held it in 5 quarters since.
Surevest's State Street SPDR Dow Jones International Real Estate ETF position peaked at $894K in Q1 2022.
150 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.