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Lynx Investment Advisory’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Lynx Investment Advisory’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
Q3 		– Sell
-209
Closed -$7.18K – 303
2024
Q2 		$7.18K Buy
+209
New +$7.29K 0.01% 430

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lynx Investment Advisory's DWX Position: Q3 2024 in Review

Lynx Investment Advisory sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2024, closing a stake of 209 shares — an estimated $7.18K sold.

Lynx Investment Advisory first reported a position in DWX in Q2 2024 and held it in 1 quarter. The position peaked at $7.18K in Q2 2024. 130 funds tracked by Wall St. Rank hold DWX as of Q3 2024.

  • Lynx Investment Advisory reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 209 State Street SPDR S&P International Dividend ETF shares in Q3 2024, an estimated $7.18K.
  • Lynx Investment Advisory first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's State Street SPDR S&P International Dividend ETF position peaked at $7.18K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.