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

Lenox 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
2022 Q1	$40K	Buy	1,010 +1	+0.1%	+$39	0.01%	270
2021 Q4	$39K	Buy	1,009 +3	+0.3%	+$116	﹤0.01%	290
2021 Q3	$38K	Buy	1,006 +2	+0.2%	+$80	﹤0.01%	271
2021 Q2	$40K	Buy	1,004 +4	+0.4%	+$159	0.01%	260
2021 Q1	$38K	Buy	1,000 +1	+0.1%	+$37	0.01%	222
2020 Q4	$37K	Sell	999 -1,074	-52%	-$37.8K	0.01%	222
2020 Q3	$70K	Buy	2,073 +16	+0.8%	+$550	0.01%	133
2020 Q2	$68K	Buy	2,057 +17	+0.8%	+$548	0.01%	128
2020 Q1	$62K	Buy	2,040 +11	+0.5%	+$408	0.01%	120
2019 Q4	$82K	Buy	2,029 +19	+0.9%	+$756	0.01%	128
2019 Q3	$78K	Buy	2,010 +12	+0.6%	+$466	0.01%	124
2019 Q2	$79K	Buy	+1,998	New	+$77.2K	0.01%	122

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

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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Lenox Wealth Advisors's DWX Position: Q1 2022 in Review

Lenox Wealth Advisors increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 0.1% in Q1 2022, buying an estimated $39 and bringing the position to 1,010 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #270.

Lenox Wealth Advisors first reported a position in DWX in Q2 2019 and has held it in 12 quarters since. The position peaked at $82K in Q4 2019. 149 funds tracked by Wall St. Rank hold DWX as of Q1 2022.

Lenox Wealth Advisors held 1,010 shares of State Street SPDR S&P International Dividend ETF worth $40K as of Q1 2022.
Lenox Wealth Advisors bought 1 State Street SPDR S&P International Dividend ETF share in Q1 2022, an estimated $39.
State Street SPDR S&P International Dividend ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #270 holding.
Lenox Wealth Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2019 and has held it in 12 quarters since.
Lenox Wealth Advisors's State Street SPDR S&P International Dividend ETF position peaked at $82K in Q4 2019.
149 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.