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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Aptus Capital Advisors's DWX Position: Q2 2023 in Review

Aptus Capital Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2023, closing a stake of 262 shares — an estimated $8.98K sold.

Aptus Capital Advisors first reported a position in DWX in Q3 2019 and held it in 15 quarters. The position peaked at $41K in Q4 2019. 136 funds tracked by Wall St. Rank hold DWX as of Q2 2023.

Aptus Capital Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2023 after selling out during the quarter.
Aptus Capital Advisors sold 262 State Street SPDR S&P International Dividend ETF shares in Q2 2023, an estimated $8.98K.
Aptus Capital Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2019 and held it in 15 quarters.
Aptus Capital Advisors's State Street SPDR S&P International Dividend ETF position peaked at $41K in Q4 2019.
136 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2023.

Based on Aptus Capital Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.