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Custom Portfolio Group’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Custom Portfolio Group’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
Q2 		$317K Hold
9,193
– – 0.25% 39
2024
Q1 		$323K Hold
9,193
– – 0.27% 38
2023
Q4 		$327K Buy
+9,193
New +$310K 0.29% 30

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Custom Portfolio Group's DWX Position: Q2 2024 in Review

Custom Portfolio Group held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q2 2024 at 9,193 shares worth $317K. The position accounts for 0.25% of the portfolio, ranked #39.

Custom Portfolio Group first reported a position in DWX in Q4 2023 and has held it in 3 quarters since. The position peaked at $327K in Q4 2023. 127 funds tracked by Wall St. Rank hold DWX as of Q2 2024.

  • Custom Portfolio Group held 9,193 shares of State Street SPDR S&P International Dividend ETF worth $317K as of Q2 2024.
  • Custom Portfolio Group left its State Street SPDR S&P International Dividend ETF share count unchanged in Q2 2024.
  • State Street SPDR S&P International Dividend ETF made up 0.25% of Custom Portfolio Group's portfolio in Q2 2024, its #39 holding.
  • Custom Portfolio Group first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's State Street SPDR S&P International Dividend ETF position peaked at $327K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.