Aspire Wealth Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Aspire Wealth 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
2023 Q1	–	Sell	-10	Closed	-$319	–	195
2022 Q4	$319	Buy	+10	New	+$310	﹤0.01%	188
2022 Q3	–	Sell	-10	Closed	–	–	173
2022 Q2	$0	Buy	10 +1	+11%	+$37	﹤0.01%	176
2022 Q1	$0	Buy	+9	New	+$348	﹤0.01%	178

Other funds holding DWX

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aspire Wealth Management's DWX Position: Q1 2023 in Review

Aspire Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2023, closing a stake of 10 shares — an estimated $319 sold.

Aspire Wealth Management first reported a position in DWX in Q1 2022 and held it in 3 quarters. The position peaked at $319 in Q4 2022. 144 funds tracked by Wall St. Rank hold DWX as of Q1 2023.

Aspire Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2023 after selling out during the quarter.
Aspire Wealth Management sold 10 State Street SPDR S&P International Dividend ETF shares in Q1 2023, an estimated $319.
Aspire Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2022 and held it in 3 quarters.
Aspire Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $319 in Q4 2022.
144 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2023.

Based on Aspire Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.