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JP Morgan Private Wealth Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$865K Sell
26,277
-629
-2% -$21.6K ﹤0.01% 1035
2023
Q2 		$925K Sell
26,906
-6,630
-20% -$232K ﹤0.01% 787
2023
Q1 		$1.15M Buy
33,536
+2,030
+6% +$68.9K ﹤0.01% 1107
2022
Q4 		$1.02M Sell
31,506
-1,588
-5% -$49.2K ﹤0.01% 1138
2022
Q3 		$953K Buy
33,094
+65
+0.2% +$2.16K ﹤0.01% 1159
2022
Q2 		$1.13M Sell
33,029
-7,866
-19% -$290K ﹤0.01% 1077
2022
Q1 		$1.59M Sell
40,895
-12,682
-24% -$490K ﹤0.01% 993
2021
Q4 		$2.08M Sell
53,577
-11,902
-18% -$459K ﹤0.01% 895
2021
Q3 		$2.49M Sell
65,479
-371
-0.6% -$14.8K 0.01% 817
2021
Q2 		$2.59M Buy
65,850
+1,365
+2% +$54.3K 0.01% 778
2021
Q1 		$2.46M Sell
64,485
-1,681
-3% -$62.8K 0.01% 700
2020
Q4 		$2.42M Sell
66,166
-2,905
-4% -$102K 0.01% 669
2020
Q3 		$2.33M Buy
69,071
+19,814
+40% +$681K 0.01% 613
2020
Q2 		$1.63M Sell
49,257
-8,921
-15% -$287K 0.01% 642
2020
Q1 		$1.78M Sell
58,178
-6,992
-11% -$259K 0.01% 558
2019
Q4 		$2.62M Sell
65,170
-2,007
-3% -$79.9K 0.01% 564
2019
Q3 		$2.62M Sell
67,177
-7,259
-10% -$282K 0.01% 537
2019
Q2 		$2.93M Buy
74,436
+6,339
+9% +$245K 0.02% 507
2019
Q1 		$2.59M Sell
68,097
-6,441
-9% -$240K 0.01% 557
2018
Q4 		$2.61M Sell
74,538
-10
-0% -$360 0.02% 519
2018
Q3 		$2.83M Buy
+74,548
New +$2.87M 0.01% 555
2016
Q2 		– Sell
-19,590
Closed -$687K – 1273
2016
Q1 		$687K Hold
19,590
– – 0.01% 653
2015
Q4 		$654K Hold
19,590
– – 0.01% 620
2015
Q3 		$665K Buy
+19,590
New +$732K 0.01% 552
2015
Q2 		– Sell
-19,651
Closed -$824K – 1071
2015
Q1 		$824K Hold
19,651
– – 0.01% 580
2014
Q4 		$826K Hold
19,651
– – 0.01% 577
2014
Q3 		$909K Buy
+19,651
New +$978K 0.01% 542
2013
Q4 		– Sell
-27,445
Closed -$1.28M – 660
2013
Q3 		$1.28M Sell
27,445
-3,610
-12% -$164K 0.03% 295
2013
Q2 		$1.36M Buy
+31,055
New +$1.5M 0.03% 286

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DWX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street SPDR S&P International Dividend ETF (DWX) stake by 2.3% in Q3 2023, selling an estimated $21.6K and leaving 26,277 shares worth $865K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

JP Morgan Private Wealth Advisors first reported a position in DWX in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.93M in Q2 2019. 134 funds tracked by Wall St. Rank hold DWX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 26,277 shares of State Street SPDR S&P International Dividend ETF worth $865K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 629 State Street SPDR S&P International Dividend ETF shares in Q3 2023, an estimated $21.6K.
  • State Street SPDR S&P International Dividend ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1035 holding.
  • JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's State Street SPDR S&P International Dividend ETF position peaked at $2.93M in Q2 2019.
  • 134 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.