Boyce & Associates Wealth Consulting’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Boyce & Associates Wealth Consulting’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	-26,402	Closed	-$853K	–	53
2022 Q4	$853K	Buy	26,402 +567	+2%	+$17.6K	1.63%	14
2022 Q3	$744K	Sell	25,835 -160	-0.6%	-$5.31K	1.53%	15
2022 Q2	$892K	Buy	25,995 +779	+3%	+$28.7K	1.62%	16
2022 Q1	$978K	Buy	+25,216	New	+$974K	1.46%	18

Other funds holding DWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Boyce & Associates Wealth Consulting's DWX Position: Q1 2023 in Review

Boyce & Associates Wealth Consulting sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2023, closing a stake of 26,402 shares — an estimated $853K sold.

Boyce & Associates Wealth Consulting first reported a position in DWX in Q1 2022 and held it in 4 quarters. The position peaked at $978K in Q1 2022. 144 funds tracked by Wall St. Rank hold DWX as of Q1 2023.

Boyce & Associates Wealth Consulting reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2023 after selling out during the quarter.
Boyce & Associates Wealth Consulting sold 26,402 State Street SPDR S&P International Dividend ETF shares in Q1 2023, an estimated $853K.
Boyce & Associates Wealth Consulting first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2022 and held it in 4 quarters.
Boyce & Associates Wealth Consulting's State Street SPDR S&P International Dividend ETF position peaked at $978K in Q1 2022.
144 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2023.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2023, filed 21 Apr 2023.