Greenwood Capital Associates’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Greenwood Capital Associates’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	-44,158	Closed	-$1.51M	–	217
2022 Q2	$1.51M	Buy	+44,158	New	+$1.63M	0.24%	79
2015 Q2	–	Sell	-30,954	Closed	-$1.3M	–	163
2015 Q1	$1.3M	Buy	30,954 +849	+3%	+$36.3K	0.37%	79
2014 Q4	$1.26M	Buy	30,105 +2,569	+9%	+$114K	0.37%	75
2014 Q3	$1.27M	Buy	27,536 +2,197	+9%	+$109K	0.39%	76
2014 Q2	$1.3M	Sell	25,339 -1,593	-6%	-$80.6K	0.4%	76
2014 Q1	$1.31M	Sell	26,932 -2,345	-8%	-$110K	0.42%	77
2013 Q4	$1.39M	Buy	29,277 +1,454	+5%	+$68.7K	0.43%	81
2013 Q3	$1.3M	Buy	+27,823	New	+$1.26M	0.46%	82

Other funds holding DWX

Bank of America

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management

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