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

True Wealth Design’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
Q2 		– Sell
-121
Closed -$3.16K – 825
2024
Q1 		$3.16K Buy
+121
New +$3.1K ﹤0.01% 307

Other funds holding RWX

OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

True Wealth Design's RWX Position: Q2 2024 in Review

True Wealth Design sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2024, closing a stake of 121 shares — an estimated $3.16K sold.

True Wealth Design first reported a position in RWX in Q1 2024 and held it in 1 quarter. The position peaked at $3.16K in Q1 2024. 126 funds tracked by Wall St. Rank hold RWX as of Q2 2024.

  • True Wealth Design reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • True Wealth Design sold 121 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2024, an estimated $3.16K.
  • True Wealth Design first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2024 and held it in 1 quarter.
  • True Wealth Design's State Street SPDR Dow Jones International Real Estate ETF position peaked at $3.16K in Q1 2024.
  • 126 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2024.

Based on True Wealth Design's 13F filing for Q2 2024, filed 14 Aug 2024.