Carmichael Hill & Associates’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Carmichael Hill & Associates’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	–	Sell	-669	Closed	-$23.8K	–	778
2023 Q4	$23.8K	Buy	669 +6	+0.9%	+$202	0.01%	448
2023 Q3	$21.8K	Buy	663 +8	+1%	+$275	0.01%	454
2023 Q2	$22.5K	Buy	655 +11	+2%	+$384	0.01%	451
2023 Q1	$22.1K	Buy	644 +3	+0.5%	+$102	0.01%	440
2022 Q4	$20.7K	Buy	641 +5	+0.8%	+$155	0.01%	461
2022 Q3	$18K	Sell	636 -364	-36%	-$12.1K	0.01%	487
2022 Q2	$34K	Hold	1,000	–	–	0.02%	392
2022 Q1	$39K	Hold	1,000	–	–	0.02%	407
2021 Q4	$39K	Hold	1,000	–	–	0.02%	410
2021 Q3	$38K	Hold	1,000	–	–	0.02%	411
2021 Q2	$39K	Hold	1,000	–	–	0.02%	399
2021 Q1	$38K	Hold	1,000	–	–	0.02%	383
2020 Q4	$37K	Hold	1,000	–	–	0.02%	363
2020 Q3	$34K	Hold	1,000	–	–	0.02%	349
2020 Q2	$33K	Hold	1,000	–	–	0.02%	339
2020 Q1	$31K	Hold	1,000	–	–	0.03%	319
2019 Q4	$40K	Buy	+1,000	New	+$39.8K	0.03%	305

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

Carmichael Hill & Associates's DWX Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2024, closing a stake of 669 shares — an estimated $23.8K sold.

Carmichael Hill & Associates first reported a position in DWX in Q4 2019 and held it in 17 quarters. The position peaked at $40K in Q4 2019. 134 funds tracked by Wall St. Rank hold DWX as of Q1 2024.

Carmichael Hill & Associates reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 669 State Street SPDR S&P International Dividend ETF shares in Q1 2024, an estimated $23.8K.
Carmichael Hill & Associates first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2019 and held it in 17 quarters.
Carmichael Hill & Associates's State Street SPDR S&P International Dividend ETF position peaked at $40K in Q4 2019.
134 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.