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

Cetera 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
2024 Q1	$710K	Buy	20,210 +11,778	+140%	+$412K	0.01%	1368
2023 Q4	$300K	Sell	8,432 -516	-6%	-$17.4K	﹤0.01%	1424
2023 Q3	$294K	Buy	8,948 +76	+0.9%	+$2.61K	﹤0.01%	1327
2023 Q2	$305K	Buy	8,872 +186	+2%	+$6.5K	﹤0.01%	1303
2023 Q1	$298K	Buy	+8,686	New	+$295K	0.01%	1290
2019 Q2	–	Sell	-693	Closed	-$25K	–	981
2019 Q1	$25K	Buy	+693	New	+$25.8K	﹤0.01%	1055
2014 Q4	–	Sell	-7,333	Closed	-$339K	–	667
2014 Q3	$339K	Buy	7,333 +233	+3%	+$11.6K	0.03%	427
2014 Q2	$364K	Buy	7,100 +500	+8%	+$25.3K	0.04%	402
2014 Q1	$322K	Buy	6,600 +300	+5%	+$14.1K	0.04%	385
2013 Q4	$299K	Buy	+6,300	New	+$297K	0.04%	374

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

Cetera Advisors's DWX Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 140% in Q1 2024, buying an estimated $412K and bringing the position to 20,210 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #1368.

Cetera Advisors first reported a position in DWX in Q4 2013 and has held it in 10 quarters since. 134 funds tracked by Wall St. Rank hold DWX as of Q1 2024.

Cetera Advisors held 20,210 shares of State Street SPDR S&P International Dividend ETF worth $710K as of Q1 2024.
Cetera Advisors bought 11,778 State Street SPDR S&P International Dividend ETF shares in Q1 2024, an estimated $412K.
State Street SPDR S&P International Dividend ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1368 holding.
Cetera Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2013 and has held it in 10 quarters since.
134 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.