Cambridge Trust’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Cambridge Trust’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
2024 Q1	$12.6K	Hold	359	–	–	﹤0.01%	563
2023 Q4	$12.8K	Hold	359	–	–	﹤0.01%	556
2023 Q3	$11.8K	Hold	359	–	–	﹤0.01%	567
2023 Q2	$12.3K	Hold	359	–	–	﹤0.01%	581
2023 Q1	$12.3K	Hold	359	–	–	﹤0.01%	607
2022 Q4	$12K	Hold	359	–	–	﹤0.01%	611
2022 Q3	$10K	Hold	359	–	–	﹤0.01%	644
2022 Q2	$12K	Hold	359	–	–	﹤0.01%	662
2022 Q1	$14K	Hold	359	–	–	﹤0.01%	710
2021 Q4	$14K	Buy	+359	New	+$13.9K	﹤0.01%	756

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

EWM

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

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

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

Cambridge Trust's DWX Position: Q1 2024 in Review

Cambridge Trust held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q1 2024 at 359 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Cambridge Trust first reported a position in DWX in Q4 2021 and has held it in 10 quarters since. The position peaked at $14K in Q1 2022. 134 funds tracked by Wall St. Rank hold DWX as of Q1 2024.

Cambridge Trust held 359 shares of State Street SPDR S&P International Dividend ETF worth $12.6K as of Q1 2024.
Cambridge Trust left its State Street SPDR S&P International Dividend ETF share count unchanged in Q1 2024.
State Street SPDR S&P International Dividend ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #563 holding.
Cambridge Trust first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's State Street SPDR S&P International Dividend ETF position peaked at $14K in Q1 2022.
134 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.