Moneta Group Investment Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Moneta Group Investment Advisors’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
2026 Q1	$353K	Sell	7,740 -3,063	-28%	-$141K	﹤0.01%	591
2025 Q4	$475K	Hold	10,803	–	–	﹤0.01%	511
2025 Q3	$461K	Buy	10,803 +1,039	+11%	+$44.2K	﹤0.01%	517
2025 Q2	$412K	Sell	9,764 -715	-7%	-$29.2K	﹤0.01%	483
2025 Q1	$402K	Hold	10,479	–	–	0.01%	464
2024 Q4	$366K	Hold	10,479	–	–	0.01%	490
2024 Q3	$402K	Sell	10,479 -275	-3%	-$10.2K	0.01%	453
2024 Q2	$370K	Sell	10,754 -2,314	-18%	-$80.7K	0.01%	442
2024 Q1	$459K	Sell	13,068 -2,501	-16%	-$87.6K	0.01%	393
2023 Q4	$553K	Hold	15,569	–	–	0.01%	326
2023 Q3	$512K	Hold	15,569	–	–	0.01%	314
2023 Q2	$535K	Hold	15,569	–	–	0.01%	312
2023 Q1	$534K	Buy	15,569 +757	+5%	+$25.7K	0.01%	309
2022 Q4	$511K	Sell	14,812 -1,021	-6%	-$31.7K	0.01%	291
2022 Q3	$456K	Sell	15,833 -489	-3%	-$16.2K	0.02%	289
2022 Q2	$560K	Sell	16,322 -464	-3%	-$17.1K	0.02%	287
2022 Q1	$651K	Buy	16,786 +222	+1%	+$8.58K	0.03%	257
2021 Q4	$644K	Sell	16,564 -107	-0.6%	-$4.13K	0.03%	259
2021 Q3	$633K	Sell	16,671 -715	-4%	-$28.5K	0.03%	246
2021 Q2	$685K	Sell	17,386 -3,668	-17%	-$146K	0.03%	238
2021 Q1	$803K	Sell	21,054 -62	-0.3%	-$2.31K	0.04%	196
2020 Q4	$772K	Buy	21,116 +7	+0%	+$247	0.06%	160
2020 Q3	$712K	Sell	21,109 -20	-0.1%	-$688	0.06%	146
2020 Q2	$700K	Sell	21,129 -2,671	-11%	-$86K	0.07%	131
2020 Q1	$729K	Buy	23,800 +14,273	+150%	+$529K	0.08%	127
2019 Q4	$383K	Sell	9,527 -229	-2%	-$9.12K	0.03%	189
2019 Q3	$380K	Hold	9,756	–	–	0.04%	189
2019 Q2	$384K	Buy	9,756 +1	+0%	+$39	0.04%	173
2019 Q1	$371K	Sell	9,755 -1,115	-10%	-$41.5K	0.04%	162
2018 Q4	$380K	Buy	10,870 +5,386	+98%	+$194K	0.05%	155
2018 Q3	$208K	Hold	5,484	–	–	0.02%	219
2018 Q2	$210K	Buy	5,484 +3	+0.1%	+$119	0.02%	244
2018 Q1	$220K	Sell	5,481 -159	-3%	-$6.52K	0.03%	190
2017 Q4	$232K	Buy	+5,640	New	+$229K	0.04%	178
2016 Q4	–	Sell	-6,044	Closed	-$222K	–	171
2016 Q3	$222K	Buy	6,044 +1	+0%	+$36	0.05%	129
2016 Q2	$213K	Buy	6,043 +113	+2%	+$3.99K	0.05%	151
2016 Q1	$208K	Sell	5,930 -1,449	-20%	-$46.8K	0.05%	155
2015 Q4	$246K	Sell	7,379 -1,073,178	-99%	-$37.7M	0.06%	116
2015 Q3	$36.7M	Buy	1,080,557 +188,737	+21%	+$7.05M	10.21%	1
2015 Q2	$37M	Buy	891,820 +415,478	+87%	+$18.4M	11.29%	1
2015 Q1	$20M	Buy	476,342 +201,207	+73%	+$8.61M	8.56%	1
2014 Q4	$11.6M	Buy	275,135 +113,105	+70%	+$5.03M	5.56%	6
2014 Q3	$7.5M	Buy	162,030 +130,292	+411%	+$6.48M	3.9%	8
2014 Q2	$1.63M	Buy	31,738 +2,747	+9%	+$139K	0.88%	15
2014 Q1	$1.41M	Buy	28,991 +2,294	+9%	+$108K	0.83%	20
2013 Q4	$1.27M	Buy	26,697 +888	+3%	+$41.9K	0.76%	23
2013 Q3	$1.2M	Buy	25,809 +3,865	+18%	+$175K	0.79%	25
2013 Q2	$958K	Buy	+21,944	New	+$1.06M	0.67%	30