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Aptus Capital Advisors’s
State Street SPDR S&P International Dividend ETF
DWX
Stock Holding History
Aptus Capital Advisors’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
2023
Q2
–
Sell
-262
Closed
-$8.98K
–
813
2023
Q1
$8.98K
Hold
262
–
–
﹤0.01%
689
2022
Q4
$8.47K
Hold
262
–
–
﹤0.01%
704
2022
Q3
$8K
Hold
262
–
–
﹤0.01%
675
2022
Q2
$9K
Hold
262
–
–
﹤0.01%
579
2022
Q1
$10K
Hold
262
–
–
﹤0.01%
605
2021
Q4
$10K
Hold
262
–
–
﹤0.01%
497
2021
Q3
$10K
Hold
262
–
–
﹤0.01%
473
2021
Q2
$10K
Hold
262
–
–
﹤0.01%
498
2021
Q1
$10K
Hold
262
–
–
﹤0.01%
461
2020
Q4
$9K
Sell
262
-202
-44%
-$7.11K
﹤0.01%
424
2020
Q3
$15K
Buy
464
+202
+77%
+$6.95K
﹤0.01%
398
2020
Q2
$8K
Sell
262
-823
-76%
-$26.5K
﹤0.01%
374
2020
Q1
$33K
Buy
1,085
+44
+4%
+$1.63K
﹤0.01%
329
2019
Q4
$41K
Buy
1,041
+1,010
+3,258%
+$40.2K
﹤0.01%
403
2019
Q3
$1K
Buy
+31
New
+$1.2K
﹤0.01%
465
Other funds holding DWX
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.82B AUM
30.02%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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