High Net Worth Advisory Group’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-550	Closed	-$17.8K	–	283
2022 Q4	$17.8K	Hold	550	–	–	0.01%	451
2022 Q3	$16K	Hold	550	–	–	0.01%	482
2022 Q2	$19K	Hold	550	–	–	0.01%	458
2022 Q1	$21K	Hold	550	–	–	0.01%	446
2021 Q4	$21K	Buy	+550	New	+$21.2K	0.01%	458

Other funds holding DWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

High Net Worth Advisory Group's DWX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2023, closing a stake of 550 shares — an estimated $17.8K sold.

High Net Worth Advisory Group first reported a position in DWX in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q1 2022. 144 funds tracked by Wall St. Rank hold DWX as of Q1 2023.

High Net Worth Advisory Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 550 State Street SPDR S&P International Dividend ETF shares in Q1 2023, an estimated $17.8K.
High Net Worth Advisory Group first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's State Street SPDR S&P International Dividend ETF position peaked at $21K in Q1 2022.
144 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.