Investment Partners’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Investment Partners’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 Q3	–	Sell	-11,567	Closed	-$398K	–	148
2024 Q2	$398K	Buy	11,567 +5,030	+77%	+$175K	0.18%	102
2024 Q1	$230K	Buy	+6,537	New	+$229K	0.1%	132
2022 Q4	–	Sell	-7,820	Closed	-$225K	–	168
2022 Q3	$225K	Buy	+7,820	New	+$260K	0.07%	240
2020 Q2	–	Sell	-51,382	Closed	-$1.57M	–	147
2020 Q1	$1.57M	Buy	51,382 +10,238	+25%	+$380K	1.13%	28
2019 Q4	$1.65M	Buy	41,144 +15,633	+61%	+$622K	1.12%	29
2019 Q3	$994K	Buy	25,511 +2,015	+9%	+$78.2K	0.73%	44
2019 Q2	$925K	Buy	23,496 +1,609	+7%	+$62.2K	0.66%	47
2019 Q1	$832K	Buy	+21,887	New	+$814K	0.6%	52
2018 Q4	–	Sell	-3,919	Closed	-$1.44K	–	132
2018 Q3	$1.44K	Buy	+3,919	New	+$151K	0.8%	30
2015 Q2	–	Sell	-343	Closed	-$14K	–	98
2015 Q1	$14K	Buy	+343	New	+$14.7K	0.02%	137

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

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 $49B AUM 17.78% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Investment Partners's DWX Position: Q3 2024 in Review

Investment Partners sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2024, closing a stake of 11,567 shares — an estimated $398K sold.

Investment Partners first reported a position in DWX in Q1 2015 and held it in 10 quarters. The position peaked at $1.65M in Q4 2019. 130 funds tracked by Wall St. Rank hold DWX as of Q3 2024.

Investment Partners reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2024 after selling out during the quarter.
Investment Partners sold 11,567 State Street SPDR S&P International Dividend ETF shares in Q3 2024, an estimated $398K.
Investment Partners first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2015 and held it in 10 quarters.
Investment Partners's State Street SPDR S&P International Dividend ETF position peaked at $1.65M in Q4 2019.
130 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2024.

Based on Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.