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

Meridian Wealth Management’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
Q3 		– Sell
-6,694
Closed -$230K – 515
2022
Q2 		$230K Buy
+6,694
New +$247K 0.02% 491

Other funds holding DWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Meridian Wealth Management's DWX Position: Q3 2022 in Review

Meridian Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2022, closing a stake of 6,694 shares — an estimated $230K sold.

Meridian Wealth Management first reported a position in DWX in Q2 2022 and held it in 1 quarter. The position peaked at $230K in Q2 2022. 138 funds tracked by Wall St. Rank hold DWX as of Q3 2022.

  • Meridian Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 6,694 State Street SPDR S&P International Dividend ETF shares in Q3 2022, an estimated $230K.
  • Meridian Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Meridian Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $230K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.