Money Concepts Capital’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-4,584	Closed	-$148K	–	1119
2022 Q4	$148K	Buy	4,584 +1,605	+54%	+$49.8K	0.01%	812
2022 Q3	$86K	Buy	2,979 +267	+10%	+$8.86K	0.01%	600
2022 Q2	$94K	Sell	2,712 -1,190	-30%	-$43.9K	0.01%	578
2022 Q1	$151K	Buy	+3,902	New	+$151K	0.01%	841

Other funds holding DWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Money Concepts Capital's DWX Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2023, closing a stake of 4,584 shares — an estimated $148K sold.

Money Concepts Capital first reported a position in DWX in Q1 2022 and held it in 4 quarters. The position peaked at $151K in Q1 2022. 144 funds tracked by Wall St. Rank hold DWX as of Q1 2023.

Money Concepts Capital reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 4,584 State Street SPDR S&P International Dividend ETF shares in Q1 2023, an estimated $148K.
Money Concepts Capital first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's State Street SPDR S&P International Dividend ETF position peaked at $151K in Q1 2022.
144 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.