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

Baldrige Asset 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	$7K	Hold	217	–	–	﹤0.01%	275
2022 Q4	$7K	Hold	217	–	–	﹤0.01%	257
2022 Q3	$6K	Hold	217	–	–	﹤0.01%	257
2022 Q2	$7K	Hold	217	–	–	﹤0.01%	259
2022 Q1	$8K	Hold	217	–	–	﹤0.01%	268
2021 Q4	$8K	Hold	217	–	–	﹤0.01%	277
2021 Q3	$8K	Hold	217	–	–	﹤0.01%	291
2021 Q2	$9K	Buy	+217	New	+$8.64K	﹤0.01%	293

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 22.96% 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

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

Baldrige Asset Management's DWX Position: Q1 2023 in Review

Baldrige Asset Management held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q1 2023 at 217 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Baldrige Asset Management first reported a position in DWX in Q2 2021 and has held it in 8 quarters since. The position peaked at $9K in Q2 2021. 144 funds tracked by Wall St. Rank hold DWX as of Q1 2023.

Baldrige Asset Management held 217 shares of State Street SPDR S&P International Dividend ETF worth $7K as of Q1 2023.
Baldrige Asset Management left its State Street SPDR S&P International Dividend ETF share count unchanged in Q1 2023.
State Street SPDR S&P International Dividend ETF made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #275 holding.
Baldrige Asset Management first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's State Street SPDR S&P International Dividend ETF position peaked at $9K in Q2 2021.
144 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.