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

DCM 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
2021 Q4	–	Sell	-4,378	Closed	-$166K	–	245
2021 Q3	$166K	Hold	4,378	–	–	0.06%	229
2021 Q2	$172K	Hold	4,378	–	–	0.1%	196
2021 Q1	$167K	Sell	4,378 -200	-4%	-$7.47K	0.1%	197
2020 Q4	$167K	Buy	+4,578	New	+$161K	0.1%	186

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EWM

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

DCM Advisors's DWX Position: Q4 2021 in Review

DCM Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2021, closing a stake of 4,378 shares — an estimated $166K sold.

DCM Advisors first reported a position in DWX in Q4 2020 and held it in 4 quarters. The position peaked at $172K in Q2 2021. 147 funds tracked by Wall St. Rank hold DWX as of Q4 2021.

DCM Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2021 after selling out during the quarter.
DCM Advisors sold 4,378 State Street SPDR S&P International Dividend ETF shares in Q4 2021, an estimated $166K.
DCM Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2020 and held it in 4 quarters.
DCM Advisors's State Street SPDR S&P International Dividend ETF position peaked at $172K in Q2 2021.
147 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.