Trust Company of Vermont’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Trust Company of Vermont’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	-12	Closed	-$288	–	1103
2024 Q2	$288	Buy	+12	New	+$301	﹤0.01%	866
2020 Q4	–	Sell	-42	Closed	-$1K	–	780
2020 Q3	$1K	Hold	42	–	–	﹤0.01%	736
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	753
2020 Q1	$1K	Buy	+42	New	+$1.49K	﹤0.01%	854
2017 Q1	–	Sell	-175	Closed	-$6K	–	907
2016 Q4	$6K	Hold	175	–	–	﹤0.01%	759
2016 Q3	$7K	Buy	+175	New	+$7.36K	﹤0.01%	709
2015 Q4	–	Sell	-145	Closed	-$6K	–	815
2015 Q3	$6K	Buy	+145	New	+$5.91K	﹤0.01%	683

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 $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 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

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

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

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

Trust Company of Vermont's RWX Position: Q3 2024 in Review

Trust Company of Vermont sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2024, closing a stake of 12 shares — an estimated $288 sold.

Trust Company of Vermont first reported a position in RWX in Q3 2015 and held it in 7 quarters. The position peaked at $7K in Q3 2016. 136 funds tracked by Wall St. Rank hold RWX as of Q3 2024.

Trust Company of Vermont reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Trust Company of Vermont sold 12 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2024, an estimated $288.
Trust Company of Vermont first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2015 and held it in 7 quarters.
Trust Company of Vermont's State Street SPDR Dow Jones International Real Estate ETF position peaked at $7K in Q3 2016.
136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2024.

Based on Trust Company of Vermont's 13F filing for Q3 2024, filed 16 Oct 2024.