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United Capital Financial Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

United Capital Financial Advisors’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
Q4 		– Sell
-8,003
Closed -$221K – 1095
2024
Q3 		$221K Sell
8,003
-8,551
-52% -$224K ﹤0.01% 979
2024
Q2 		$397K Sell
16,554
-889
-5% -$22.3K ﹤0.01% 771
2024
Q1 		$455K Sell
17,443
-3,268
-16% -$83.8K ﹤0.01% 757
2023
Q4 		$565K Sell
20,711
-1,413
-6% -$34.8K ﹤0.01% 692
2023
Q3 		$526K Sell
22,124
-2,042
-8% -$51.4K ﹤0.01% 635
2023
Q2 		$599K Sell
24,166
-5,162
-18% -$135K ﹤0.01% 654
2023
Q1 		$771K Buy
29,328
+3,175
+12% +$86.6K ﹤0.01% 646
2022
Q4 		$700K Sell
26,153
-2,104
-7% -$53.8K ﹤0.01% 694
2022
Q3 		$681K Sell
28,257
-2,924
-9% -$81.7K ﹤0.01% 690
2022
Q2 		$880K Sell
31,181
-821
-3% -$25.6K ﹤0.01% 656
2022
Q1 		$1.09M Buy
32,002
+9,285
+41% +$313K 0.01% 645
2021
Q4 		$809K Sell
22,717
-3,024
-12% -$109K ﹤0.01% 732
2021
Q3 		$914K Sell
25,741
-3,373
-12% -$126K ﹤0.01% 700
2021
Q2 		$1.07M Hold
29,114
– – 0.01% 676
2021
Q1 		$1M Buy
29,114
+193
+0.7% +$6.59K 0.01% 672
2020
Q4 		$986K Buy
28,921
+227
+0.8% +$7.2K 0.01% 679
2020
Q3 		$852K Sell
28,694
-775
-3% -$23.2K 0.01% 699
2020
Q2 		$849K Buy
29,469
+5
+0% +$141 0.01% 711
2020
Q1 		$789K Sell
29,464
-110
-0.4% -$3.9K 0.01% 689
2019
Q4 		$1.15M Sell
29,574
-782
-3% -$31.5K 0.01% 725
2019
Q3 		$1.2M Buy
30,356
+689
+2% +$26.8K 0.01% 696
2019
Q2 		$1.15M Sell
29,667
-4,897
-14% -$190K 0.01% 768
2019
Q1 		$1.36M Buy
34,564
+5,087
+17% +$194K 0.01% 692
2018
Q4 		$1.04M Sell
29,477
-7,575
-20% -$279K 0.01% 708
2018
Q3 		$1.42M Sell
37,052
-1,065
-3% -$41.6K 0.01% 681
2018
Q2 		$1.49M Sell
38,117
-885
-2% -$35.5K 0.01% 659
2018
Q1 		$1.56M Buy
39,002
+1,681
+5% +$67.7K 0.01% 655
2017
Q4 		$1.51M Sell
37,321
-4,493
-11% -$175K 0.01% 668
2017
Q3 		$1.6M Buy
41,814
+797
+2% +$30.9K 0.01% 636
2017
Q2 		$1.56M Buy
41,017
+786
+2% +$30.4K 0.01% 640
2017
Q1 		$1.5M Buy
40,231
+2,497
+7% +$92.5K 0.01% 637
2016
Q4 		$1.36M Sell
37,734
-6,472
-15% -$247K 0.01% 653
2016
Q3 		$1.84M Sell
44,206
-2,289
-5% -$96.2K 0.02% 606
2016
Q2 		$1.91M Sell
46,495
-3,764
-7% -$157K 0.02% 562
2016
Q1 		$2.08M Sell
50,259
-5,574
-10% -$215K 0.02% 522
2015
Q4 		$2.18M Sell
55,833
-16,465
-23% -$663K 0.03% 533
2015
Q3 		$2.84M Buy
72,298
+368
+0.5% +$15K 0.03% 449
2015
Q2 		$3.01M Buy
71,930
+20,611
+40% +$905K 0.03% 478
2015
Q1 		$2.27M Buy
51,319
+18,959
+59% +$825K 0.03% 525
2014
Q4 		$1.34M Sell
32,360
-107,504
-77% -$4.51M 0.02% 572
2014
Q3 		$5.79M Sell
139,864
-35,485
-20% -$1.56M 0.1% 229
2014
Q2 		$7.76M Buy
175,349
+104,740
+148% +$4.53M 0.14% 185
2014
Q1 		$2.91M Buy
70,609
+45,627
+183% +$1.85M 0.06% 296
2013
Q4 		$1.03M Buy
24,982
+2,021
+9% +$85.1K 0.04% 326
2013
Q3 		$967K Buy
22,961
+2,915
+15% +$119K 0.03% 352
2013
Q2 		$800K Buy
+20,046
New +$868K 0.02% 438

Other funds holding RWX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

United Capital Financial Advisors's RWX Position: Q4 2024 in Review

United Capital Financial Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2024, closing a stake of 8,003 shares — an estimated $221K sold.

United Capital Financial Advisors first reported a position in RWX in Q2 2013 and held it in 46 quarters. The position peaked at $7.76M in Q2 2014. 123 funds tracked by Wall St. Rank hold RWX as of Q4 2024.

  • United Capital Financial Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,003 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2024, an estimated $221K.
  • United Capital Financial Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 46 quarters.
  • United Capital Financial Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $7.76M in Q2 2014.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.