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

Merriman 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
2024
Q4 		– Sell
-107,583
Closed -$4.13M – 215
2024
Q3 		$4.13M Buy
+107,583
New +$3.98M 0.17% 57
2023
Q4 		– Sell
-26,291
Closed -$865K – 194
2023
Q3 		$865K Sell
26,291
-786
-3% -$27K 0.04% 88
2023
Q2 		$931K Sell
27,077
-1,437
-5% -$50.2K 0.05% 109
2023
Q1 		$977K Sell
28,514
-352
-1% -$11.9K 0.05% 93
2022
Q4 		$933K Sell
28,866
-2,049
-7% -$63.5K 0.05% 102
2022
Q3 		$890K Sell
30,915
-1,064
-3% -$35.3K 0.06% 71
2022
Q2 		$1.1M Sell
31,979
-274,471
-90% -$10.1M 0.08% 61
2022
Q1 		$11.9M Buy
+306,450
New +$11.8M 0.98% 21
2020
Q1 		– Sell
-159,151
Closed -$6.4M – 158
2019
Q4 		$6.4M Sell
159,151
-3,532
-2% -$141K 1.23% 26
2019
Q3 		$6.34M Sell
162,683
-175,549
-52% -$6.81M 1.28% 25
2019
Q2 		$13.3M Sell
338,232
-4,921
-1% -$190K 2.57% 7
2019
Q1 		$13.1M Buy
+343,153
New +$12.8M 2.47% 5
2018
Q1 		– Sell
-166,955
Closed -$6.88M – 185
2017
Q4 		$6.88M Sell
166,955
-31
-0% -$1.26K 1.68% 13
2017
Q3 		$6.74M Sell
166,986
-675
-0.4% -$27.2K 1.6% 13
2017
Q2 		$6.56M Sell
167,661
-2,409
-1% -$94.2K 1.83% 14
2017
Q1 		$6.48M Buy
170,070
+2,432
+1% +$90.8K 1.58% 17
2016
Q4 		$6.04M Sell
167,638
-159,427
-49% -$5.75M 1.65% 16
2016
Q3 		$12M Buy
327,065
+162,212
+98% +$5.91M 2.48% 6
2016
Q2 		$5.8M Sell
164,853
-29,279
-15% -$1.03M 1.64% 17
2016
Q1 		$6.81M Buy
+194,132
New +$6.27M 6.34% 4

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
CRFG
Columbia River Financial Group Vancouver, Washington $186M AUM 15.2% 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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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

Merriman Wealth Management's DWX Position: Q4 2024 in Review

Merriman Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2024, closing a stake of 107,583 shares — an estimated $4.13M sold.

Merriman Wealth Management first reported a position in DWX in Q1 2016 and held it in 20 quarters. The position peaked at $13.3M in Q2 2019. 134 funds tracked by Wall St. Rank hold DWX as of Q4 2024.

  • Merriman Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 107,583 State Street SPDR S&P International Dividend ETF shares in Q4 2024, an estimated $4.13M.
  • Merriman Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2016 and held it in 20 quarters.
  • Merriman Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $13.3M in Q2 2019.
  • 134 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.