Bellwether Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Bellwether 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
2022 Q4	–	Sell	-201	Closed	-$5K	–	478
2022 Q3	$5K	Hold	201	–	–	﹤0.01%	321
2022 Q2	$6K	Hold	201	–	–	﹤0.01%	267
2022 Q1	$7K	Hold	201	–	–	﹤0.01%	330
2021 Q4	$7K	Hold	201	–	–	﹤0.01%	355
2021 Q3	$7K	Hold	201	–	–	﹤0.01%	331
2021 Q2	$7K	Hold	201	–	–	﹤0.01%	288
2021 Q1	$7K	Hold	201	–	–	﹤0.01%	276
2020 Q4	$7K	Buy	+201	New	+$7.08K	﹤0.01%	252

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Bellwether Advisors's DWX Position: Q4 2022 in Review

Bellwether Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2022, closing a stake of 201 shares — an estimated $5K sold.

Bellwether Advisors first reported a position in DWX in Q4 2020 and held it in 8 quarters. The position peaked at $7K in Q1 2022. 143 funds tracked by Wall St. Rank hold DWX as of Q4 2022.

Bellwether Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 201 State Street SPDR S&P International Dividend ETF shares in Q4 2022, an estimated $5K.
Bellwether Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2020 and held it in 8 quarters.
Bellwether Advisors's State Street SPDR S&P International Dividend ETF position peaked at $7K in Q1 2022.
143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.