Householder Group Estate & Retirement Specialist’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-675	Closed	-$25K	–	711
2024 Q3	$25K	Hold	675	–	–	0.01%	627
2024 Q2	$23K	Hold	675	–	–	0.01%	651
2024 Q1	$23.7K	Hold	675	–	–	0.01%	638
2023 Q4	$23K	Hold	675	–	–	0.01%	609
2023 Q3	$22.2K	Buy	+675	New	+$23.2K	0.01%	618
2023 Q1	$30K	Buy	+875	New	+$29.7K	0.01%	543

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

CRFG

Columbia River Financial Group Vancouver, Washington $172M AUM 13.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

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

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DWX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2024, closing a stake of 675 shares — an estimated $25K sold.

Householder Group Estate & Retirement Specialist first reported a position in DWX in Q1 2023 and held it in 6 quarters. The position peaked at $30K in Q1 2023. 134 funds tracked by Wall St. Rank hold DWX as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 675 State Street SPDR S&P International Dividend ETF shares in Q4 2024, an estimated $25K.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2023 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR S&P International Dividend ETF position peaked at $30K in Q1 2023.
134 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.