CSPIA
DWX icon

Cary Street Partners Investment Advisory’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-2,500
Closed -$84K – 486
2020
Q3 		$84K Buy
+2,500
New +$86K 0.02% 409

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cary Street Partners Investment Advisory's DWX Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2020, closing a stake of 2,500 shares — an estimated $84K sold.

Cary Street Partners Investment Advisory first reported a position in DWX in Q3 2020 and held it in 1 quarter. The position peaked at $84K in Q3 2020. 138 funds tracked by Wall St. Rank hold DWX as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,500 State Street SPDR S&P International Dividend ETF shares in Q4 2020, an estimated $84K.
  • Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's State Street SPDR S&P International Dividend ETF position peaked at $84K in Q3 2020.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.