CX Institutional’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

CX Institutional’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
2021 Q4	–	Sell	-30	Closed	-$1K	–	484
2021 Q3	$1K	Sell	30 -59	-66%	-$2.35K	﹤0.01%	932
2021 Q2	$4K	Hold	89	–	–	﹤0.01%	875
2021 Q1	$3K	Hold	89	–	–	﹤0.01%	810
2020 Q4	$3K	Sell	89 -17	-16%	-$599	﹤0.01%	800
2020 Q3	$4K	Sell	106 -170	-62%	-$5.85K	﹤0.01%	767
2020 Q2	$9K	Sell	276 -89,628	-100%	-$2.89M	﹤0.01%	573
2020 Q1	$2.75M	Buy	+89,904	New	+$3.33M	0.45%	53
2019 Q1	–	Sell	-12,647	Closed	-$442K	–	787
2018 Q4	$442K	Buy	+12,647	New	+$456K	0.09%	137

Other funds holding DWX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CX Institutional's DWX Position: Q4 2021 in Review

CX Institutional sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2021, closing a stake of 30 shares — an estimated $1K sold.

CX Institutional first reported a position in DWX in Q4 2018 and held it in 8 quarters. The position peaked at $2.75M in Q1 2020. 148 funds tracked by Wall St. Rank hold DWX as of Q4 2021.

CX Institutional reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2021 after selling out during the quarter.
CX Institutional sold 30 State Street SPDR S&P International Dividend ETF shares in Q4 2021, an estimated $1K.
CX Institutional first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2018 and held it in 8 quarters.
CX Institutional's State Street SPDR S&P International Dividend ETF position peaked at $2.75M in Q1 2020.
148 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2021.

Based on CX Institutional's 13F filing for Q4 2021, filed 18 Jan 2022.