Joseph Group Capital Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Joseph Group Capital Management’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 Q4	–	Sell	-2,330	Closed	-$67K	–	95
2022 Q3	$67K	Hold	2,330	–	–	0.07%	52
2022 Q2	$80K	Hold	2,330	–	–	0.08%	52
2022 Q1	$90K	Hold	2,330	–	–	0.09%	52
2021 Q4	$91K	Buy	+2,330	New	+$89.9K	0.09%	53

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Joseph Group Capital Management's DWX Position: Q4 2022 in Review

Joseph Group Capital Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2022, closing a stake of 2,330 shares — an estimated $67K sold.

Joseph Group Capital Management first reported a position in DWX in Q4 2021 and held it in 4 quarters. The position peaked at $91K in Q4 2021. 143 funds tracked by Wall St. Rank hold DWX as of Q4 2022.

Joseph Group Capital Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2022 after selling out during the quarter.
Joseph Group Capital Management sold 2,330 State Street SPDR S&P International Dividend ETF shares in Q4 2022, an estimated $67K.
Joseph Group Capital Management first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2021 and held it in 4 quarters.
Joseph Group Capital Management's State Street SPDR S&P International Dividend ETF position peaked at $91K in Q4 2021.
143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2022.

Based on Joseph Group Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.