Kades & Cheifetz’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Kades & Cheifetz’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	$2.06M	Sell	58,966 -9,895	-14%	-$361K	1.06%	29
2024 Q3	$2.64M	Buy	68,861 +245	+0.4%	+$9.06K	1.51%	17
2024 Q2	$2.36M	Sell	68,616 -7,419	-10%	-$259K	1.49%	18
2024 Q1	$2.67M	Sell	76,035 -8,666	-10%	-$303K	1.71%	17
2023 Q4	$3.01M	Sell	84,701 -4,217	-5%	-$142K	2.13%	16
2023 Q3	$2.93M	Buy	88,918 +1,204	+1%	+$41.4K	2.32%	13
2023 Q2	$3.02M	Sell	87,714 -486	-0.6%	-$17K	2.31%	12
2023 Q1	$3.02M	Buy	88,200 +3,064	+4%	+$104K	2.38%	12
2022 Q4	$2.75M	Buy	+85,136	New	+$2.64M	2.3%	12

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 $49B AUM 17.78% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

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

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Kades & Cheifetz's DWX Position: Q4 2024 in Review

Kades & Cheifetz reduced its State Street SPDR S&P International Dividend ETF (DWX) stake by 14% in Q4 2024, selling an estimated $361K and leaving 58,966 shares worth $2.06M. The position accounts for 1.06% of the portfolio, ranked #29.

Kades & Cheifetz first reported a position in DWX in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.02M in Q1 2023. 134 funds tracked by Wall St. Rank hold DWX as of Q4 2024.

Kades & Cheifetz held 58,966 shares of State Street SPDR S&P International Dividend ETF worth $2.06M as of Q4 2024.
Kades & Cheifetz sold 9,895 State Street SPDR S&P International Dividend ETF shares in Q4 2024, an estimated $361K.
State Street SPDR S&P International Dividend ETF made up 1.06% of Kades & Cheifetz's portfolio in Q4 2024, its #29 holding.
Kades & Cheifetz first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's State Street SPDR S&P International Dividend ETF position peaked at $3.02M 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 Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.