Merit Financial Group’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Merit Financial Group’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
2020 Q2	–	Sell	-6,900	Closed	-$211K	–	225
2020 Q1	$211K	Sell	6,900 -241	-3%	-$8.94K	0.02%	200
2019 Q4	$287K	Buy	7,141 +1,530	+27%	+$60.9K	0.03%	193
2019 Q3	$219K	Buy	+5,611	New	+$218K	0.02%	130
2018 Q4	–	Sell	-5,719	Closed	-$216K	–	113
2018 Q3	$216K	Hold	5,719	–	–	0.03%	109
2018 Q2	$219K	Sell	5,719 -911	-14%	-$36.1K	0.04%	108
2018 Q1	$265K	Buy	+6,630	New	+$272K	0.05%	92

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Merit Financial Group's DWX Position: Q2 2020 in Review

Merit Financial Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2020, closing a stake of 6,900 shares — an estimated $211K sold.

Merit Financial Group first reported a position in DWX in Q1 2018 and held it in 6 quarters. The position peaked at $287K in Q4 2019. 127 funds tracked by Wall St. Rank hold DWX as of Q2 2020.

Merit Financial Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2020 after selling out during the quarter.
Merit Financial Group sold 6,900 State Street SPDR S&P International Dividend ETF shares in Q2 2020, an estimated $211K.
Merit Financial Group first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2018 and held it in 6 quarters.
Merit Financial Group's State Street SPDR S&P International Dividend ETF position peaked at $287K in Q4 2019.
127 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2020.

Based on Merit Financial Group's 13F filing for Q2 2020, filed 13 Aug 2020.