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

Herold 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 Q2	–	Sell	-200	Closed	-$7.76K	–	307
2022 Q1	$7.76K	Buy	+200	New	+$7.73K	﹤0.01%	629
2021 Q4	–	Sell	-200	Closed	-$7K	–	305
2021 Q3	$7K	Buy	+200	New	+$7.96K	﹤0.01%	629

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Jane Street New York $1.21T AUM 78.12% 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

EWM

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

Herold Advisors's DWX Position: Q2 2022 in Review

Herold Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2022, closing a stake of 200 shares — an estimated $7.76K sold.

Herold Advisors first reported a position in DWX in Q3 2021 and held it in 2 quarters. The position peaked at $7.76K in Q1 2022. 147 funds tracked by Wall St. Rank hold DWX as of Q2 2022.

Herold Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 200 State Street SPDR S&P International Dividend ETF shares in Q2 2022, an estimated $7.76K.
Herold Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2021 and held it in 2 quarters.
Herold Advisors's State Street SPDR S&P International Dividend ETF position peaked at $7.76K in Q1 2022.
147 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.