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

Whittier Trust’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
2021 Q4	–	Sell	-620	Closed	-$22K	–	1603
2021 Q3	$22K	Hold	620	–	–	﹤0.01%	1104
2021 Q2	$23K	Hold	620	–	–	﹤0.01%	1117
2021 Q1	$21K	Hold	620	–	–	﹤0.01%	1119
2020 Q4	$21K	Sell	620 -2,675	-81%	-$84.9K	﹤0.01%	1038
2020 Q3	$98K	Hold	3,295	–	–	﹤0.01%	706
2020 Q2	$95K	Hold	3,295	–	–	﹤0.01%	682
2020 Q1	$88K	Sell	3,295 -1,919	-37%	-$68K	﹤0.01%	685
2019 Q4	$202K	Sell	5,214 -52	-1%	-$2.09K	0.01%	557
2019 Q3	$208K	Buy	5,266 +2,727	+107%	+$106K	0.01%	547
2019 Q2	$98K	Hold	2,539	–	–	﹤0.01%	660
2019 Q1	$100K	Buy	2,539 +1,919	+310%	+$73.2K	﹤0.01%	660
2018 Q4	$22K	Hold	620	–	–	﹤0.01%	938
2018 Q3	$24K	Hold	620	–	–	﹤0.01%	915
2018 Q2	$24K	Hold	620	–	–	﹤0.01%	895
2018 Q1	$25K	Hold	620	–	–	﹤0.01%	898
2017 Q4	$25K	Hold	620	–	–	﹤0.01%	884
2017 Q3	$24K	Hold	620	–	–	﹤0.01%	877
2017 Q2	$24K	Buy	+620	New	+$24K	﹤0.01%	850
2015 Q4	–	Sell	-1,000	Closed	-$39K	–	1224
2015 Q3	$39K	Hold	1,000	–	–	﹤0.01%	745
2015 Q2	$42K	Hold	1,000	–	–	﹤0.01%	771
2015 Q1	$43K	Hold	1,000	–	–	﹤0.01%	750
2014 Q4	$42K	Hold	1,000	–	–	﹤0.01%	682
2014 Q3	$41K	Sell	1,000 -3,000	-75%	-$132K	﹤0.01%	675
2014 Q2	$177K	Hold	4,000	–	–	0.01%	450
2014 Q1	$165K	Hold	4,000	–	–	0.01%	470
2013 Q4	$165K	Hold	4,000	–	–	0.01%	468
2013 Q3	$169K	Hold	4,000	–	–	0.01%	460
2013 Q2	$160K	Buy	+4,000	New	+$173K	0.01%	457

Other funds holding RWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whittier Trust's RWX Position: Q4 2021 in Review

Whittier Trust sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2021, closing a stake of 620 shares — an estimated $22K sold.

Whittier Trust first reported a position in RWX in Q2 2013 and held it in 28 quarters. The position peaked at $208K in Q3 2019. 181 funds tracked by Wall St. Rank hold RWX as of Q4 2021.

Whittier Trust reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Whittier Trust sold 620 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2021, an estimated $22K.
Whittier Trust first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 28 quarters.
Whittier Trust's State Street SPDR Dow Jones International Real Estate ETF position peaked at $208K in Q3 2019.
181 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2021.

Based on Whittier Trust's 13F filing for Q4 2021, filed 19 Jan 2022.