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Coppell Advisory Solutions’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-4,494
Closed -$174K – 2008
2024
Q3 		$174K Buy
+4,494
New +$166K 0.03% 307

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CRFG
Columbia River Financial Group Vancouver, Washington $186M AUM 15.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Coppell Advisory Solutions's DWX Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2024, closing a stake of 4,494 shares — an estimated $174K sold.

Coppell Advisory Solutions first reported a position in DWX in Q3 2024 and held it in 1 quarter. The position peaked at $174K in Q3 2024. 134 funds tracked by Wall St. Rank hold DWX as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,494 State Street SPDR S&P International Dividend ETF shares in Q4 2024, an estimated $174K.
  • Coppell Advisory Solutions first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's State Street SPDR S&P International Dividend ETF position peaked at $174K in Q3 2024.
  • 134 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.