FA
DWX icon

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

Fortis 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
2022
Q3 		– Sell
-16
Closed -$531 – 253
2022
Q2 		$1K Buy
+16
New +$590 ﹤0.01% 267

Other funds holding DWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fortis Advisors's DWX Position: Q3 2022 in Review

Fortis Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2022, closing a stake of 16 shares — an estimated $531 sold.

Fortis Advisors first reported a position in DWX in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 138 funds tracked by Wall St. Rank hold DWX as of Q3 2022.

  • Fortis Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Fortis Advisors sold 16 State Street SPDR S&P International Dividend ETF shares in Q3 2022, an estimated $531.
  • Fortis Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Fortis Advisors's State Street SPDR S&P International Dividend ETF position peaked at $1K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.