Lincoln National Corp’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Lincoln National Corp’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 Q4	–	Sell	-7,825	Closed	-$257K	–	1116
2023 Q3	$257K	Buy	+7,825	New	+$269K	0.01%	862
2023 Q1	–	Sell	-7,571	Closed	-$245K	–	1006
2022 Q4	$245K	Buy	+7,571	New	+$235K	0.01%	796
2022 Q3	–	Sell	-22,804	Closed	-$782K	–	880
2022 Q2	$782K	Hold	22,804	–	–	0.02%	379
2022 Q1	$884K	Hold	22,804	–	–	0.02%	377
2021 Q4	$887K	Buy	22,804 +1,321	+6%	+$51K	0.02%	370
2021 Q3	$816K	Buy	21,483 +1,218	+6%	+$48.5K	0.02%	371
2021 Q2	$798K	Hold	20,265	–	–	0.02%	369
2021 Q1	$773K	Buy	20,265 +8,199	+68%	+$306K	0.02%	345
2020 Q4	$441K	Sell	12,066 -1,050	-8%	-$37K	0.01%	448
2020 Q3	$442K	Hold	13,116	–	–	0.01%	403
2020 Q2	$435K	Hold	13,116	–	–	0.01%	402
2020 Q1	$402K	Buy	+13,116	New	+$486K	0.02%	381

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Lincoln National Corp's DWX Position: Q4 2023 in Review

Lincoln National Corp sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2023, closing a stake of 7,825 shares — an estimated $257K sold.

Lincoln National Corp first reported a position in DWX in Q1 2020 and held it in 12 quarters. The position peaked at $887K in Q4 2021. 133 funds tracked by Wall St. Rank hold DWX as of Q4 2023.

Lincoln National Corp reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2023 after selling out during the quarter.
Lincoln National Corp sold 7,825 State Street SPDR S&P International Dividend ETF shares in Q4 2023, an estimated $257K.
Lincoln National Corp first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2020 and held it in 12 quarters.
Lincoln National Corp's State Street SPDR S&P International Dividend ETF position peaked at $887K in Q4 2021.
133 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2023.

Based on Lincoln National Corp's 13F filing for Q4 2023, filed 6 Feb 2024.