McKinley Carter Wealth Services’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

McKinley Carter Wealth Services’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 Q2	–	Sell	-12,485	Closed	-$428K	–	301
2023 Q1	$428K	Hold	12,485	–	–	0.03%	218
2022 Q4	$404K	Sell	12,485 -9,106	-42%	-$282K	0.03%	222
2022 Q3	$622K	Hold	21,591	–	–	0.06%	166
2022 Q2	$741K	Sell	21,591 -11,080	-34%	-$409K	0.07%	161
2022 Q1	$1.27M	Sell	32,671 -111	-0.3%	-$4.29K	0.1%	126
2021 Q4	$1.27M	Buy	32,782 +495	+2%	+$19.1K	0.1%	135
2021 Q3	$1.23M	Sell	32,287 -350	-1%	-$13.9K	0.1%	132
2021 Q2	$1.29M	Sell	32,637 -2,615	-7%	-$104K	0.11%	130
2021 Q1	$1.34M	Buy	+35,252	New	+$1.32M	0.12%	131

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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

McKinley Carter Wealth Services's DWX Position: Q2 2023 in Review

McKinley Carter Wealth Services sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2023, closing a stake of 12,485 shares — an estimated $428K sold.

McKinley Carter Wealth Services first reported a position in DWX in Q1 2021 and held it in 9 quarters. The position peaked at $1.34M in Q1 2021. 136 funds tracked by Wall St. Rank hold DWX as of Q2 2023.

McKinley Carter Wealth Services reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 12,485 State Street SPDR S&P International Dividend ETF shares in Q2 2023, an estimated $428K.
McKinley Carter Wealth Services first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2021 and held it in 9 quarters.
McKinley Carter Wealth Services's State Street SPDR S&P International Dividend ETF position peaked at $1.34M in Q1 2021.
136 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2023, filed 3 Aug 2023.