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

Harborview 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 Q3	$1.87M	Buy	49,315 +2,264	+5%	+$90.1K	1.05%	20
2021 Q2	$1.85M	Sell	47,051 -2,352	-5%	-$93.6K	1.04%	20
2021 Q1	$1.88M	Buy	49,403 +2,500	+5%	+$93.4K	1.14%	19
2020 Q4	$1.72M	Buy	46,903 +1,402	+3%	+$49.4K	1.15%	18
2020 Q3	$1.53M	Sell	45,501 -1,113	-2%	-$38.3K	1.17%	17
2020 Q2	$1.54M	Buy	46,614 +1,617	+4%	+$52.1K	1.28%	17
2020 Q1	$1.38M	Buy	44,997 +7,876	+21%	+$292K	1.37%	13
2019 Q4	$1.49M	Sell	37,121 -745	-2%	-$29.7K	1.14%	14
2019 Q3	$1.48M	Buy	37,866 +516	+1%	+$20K	1.19%	14
2019 Q2	$1.47M	Sell	37,350 -282	-0.7%	-$10.9K	1.19%	16
2019 Q1	$1.43M	Buy	37,632 +2,000	+6%	+$74.4K	1.24%	16
2018 Q4	$1.25M	Buy	35,632 +12,149	+52%	+$438K	1.46%	12
2018 Q3	$890K	Buy	23,483 +6,403	+37%	+$247K	0.91%	22
2018 Q2	$654K	Sell	17,080 -1,697	-9%	-$67.2K	0.6%	34
2018 Q1	$752K	Buy	18,777 +673	+4%	+$27.6K	0.71%	32
2017 Q4	$746K	Buy	+18,104	New	+$735K	0.71%	32

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 $58.2B AUM 22.78% 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 $79.5B AUM 27.1% 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

Harborview Advisors's DWX Position: Q3 2021 in Review

Harborview Advisors increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 4.8% in Q3 2021, buying an estimated $90.1K and bringing the position to 49,315 shares worth $1.87M. The position accounts for 1.05% of the portfolio, ranked #20.

Harborview Advisors first reported a position in DWX in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.88M in Q1 2021. 146 funds tracked by Wall St. Rank hold DWX as of Q3 2021.

Harborview Advisors held 49,315 shares of State Street SPDR S&P International Dividend ETF worth $1.87M as of Q3 2021.
Harborview Advisors bought 2,264 State Street SPDR S&P International Dividend ETF shares in Q3 2021, an estimated $90.1K.
State Street SPDR S&P International Dividend ETF made up 1.05% of Harborview Advisors's portfolio in Q3 2021, its #20 holding.
Harborview Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's State Street SPDR S&P International Dividend ETF position peaked at $1.88M in Q1 2021.
146 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.