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

Tradition Wealth 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
2022 Q4	–	Sell	-367	Closed	-$9K	–	1204
2022 Q3	$9K	Buy	367 +5	+1%	+$140	﹤0.01%	953
2022 Q2	$10K	Buy	362 +4	+1%	+$125	﹤0.01%	831
2022 Q1	$12K	Hold	358	–	–	﹤0.01%	856
2021 Q4	$13K	Hold	358	–	–	﹤0.01%	849
2021 Q3	$13K	Hold	358	–	–	﹤0.01%	848
2021 Q2	$13K	Hold	358	–	–	﹤0.01%	878
2021 Q1	$12K	Hold	358	–	–	﹤0.01%	745
2020 Q4	$12K	Buy	+358	New	+$11.4K	﹤0.01%	693

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Tradition Wealth Management's RWX Position: Q4 2022 in Review

Tradition Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2022, closing a stake of 367 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in RWX in Q4 2020 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 144 funds tracked by Wall St. Rank hold RWX as of Q4 2022.

Tradition Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 367 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2022, an estimated $9K.
Tradition Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2020 and held it in 8 quarters.
Tradition Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $13K in Q4 2021.
144 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.