American Institute for Advanced Investment Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

American Institute for Advanced Investment Management’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
2022 Q3	–	Sell	-36,802	Closed	-$1.26M	–	103
2022 Q2	$1.26M	Sell	36,802 -3,941	-10%	-$145K	1.11%	27
2022 Q1	$1.58M	Sell	40,743 -2,944	-7%	-$114K	1.15%	25
2021 Q4	$1.7M	Sell	43,687 -2,068	-5%	-$79.8K	1.14%	27
2021 Q3	$1.74M	Buy	45,755 +8,930	+24%	+$356K	1.23%	25
2021 Q2	$1.45M	Buy	36,825 +6,767	+23%	+$269K	1.02%	31
2021 Q1	$1.15M	Buy	30,058 +2,919	+11%	+$109K	0.87%	37
2020 Q4	$992K	Buy	+27,139	New	+$956K	0.8%	41

Other funds holding DWX

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Institute for Advanced Investment Management's DWX Position: Q3 2022 in Review

American Institute for Advanced Investment Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2022, closing a stake of 36,802 shares — an estimated $1.26M sold.

American Institute for Advanced Investment Management first reported a position in DWX in Q4 2020 and held it in 7 quarters. The position peaked at $1.74M in Q3 2021. 138 funds tracked by Wall St. Rank hold DWX as of Q3 2022.

American Institute for Advanced Investment Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2022 after selling out during the quarter.
American Institute for Advanced Investment Management sold 36,802 State Street SPDR S&P International Dividend ETF shares in Q3 2022, an estimated $1.26M.
American Institute for Advanced Investment Management first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2020 and held it in 7 quarters.
American Institute for Advanced Investment Management's State Street SPDR S&P International Dividend ETF position peaked at $1.74M in Q3 2021.
138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2022.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2022, filed 25 Oct 2022.