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Advisor Resource Council’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Advisor Resource Council’s Portfolio DWX Stock Details DWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,989
Closed -$391K – 315
2023
Q4 		$391K Buy
+10,989
New +$371K 0.05% 300
2022
Q3 		– Sell
-53,111
Closed -$1.82M – 244
2022
Q2 		$1.82M Buy
+53,111
New +$1.96M 0.17% 136

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisor Resource Council's DWX Position: Q1 2024 in Review

Advisor Resource Council sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2024, closing a stake of 10,989 shares — an estimated $391K sold.

Advisor Resource Council first reported a position in DWX in Q2 2022 and held it in 2 quarters. The position peaked at $1.82M in Q2 2022. 134 funds tracked by Wall St. Rank hold DWX as of Q1 2024.

  • Advisor Resource Council reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 10,989 State Street SPDR S&P International Dividend ETF shares in Q1 2024, an estimated $391K.
  • Advisor Resource Council first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2022 and held it in 2 quarters.
  • Advisor Resource Council's State Street SPDR S&P International Dividend ETF position peaked at $1.82M in Q2 2022.
  • 134 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.