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

Mutual 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
2022 Q1	–	Sell	-11,921	Closed	-$463K	–	883
2021 Q4	$463K	Buy	11,921 +759	+7%	+$29.3K	0.02%	604
2021 Q3	$424K	Buy	11,162 +650	+6%	+$25.9K	0.03%	597
2021 Q2	$414K	Buy	10,512 +317	+3%	+$12.6K	0.02%	587
2021 Q1	$389K	Buy	10,195 +1,432	+16%	+$53.5K	0.03%	558
2020 Q4	$320K	Buy	8,763 +582	+7%	+$20.5K	0.02%	587
2020 Q3	$276K	Sell	8,181 -722	-8%	-$24.8K	0.02%	560
2020 Q2	$295K	Buy	+8,903	New	+$287K	0.03%	511
2019 Q3	–	Sell	-28,822	Closed	-$1.13M	–	551
2019 Q2	$1.13M	Buy	+28,822	New	+$1.11M	0.15%	177

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

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

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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

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

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

Mutual Advisors's DWX Position: Q1 2022 in Review

Mutual Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2022, closing a stake of 11,921 shares — an estimated $463K sold.

Mutual Advisors first reported a position in DWX in Q2 2019 and held it in 8 quarters. The position peaked at $1.13M in Q2 2019. 149 funds tracked by Wall St. Rank hold DWX as of Q1 2022.

Mutual Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2022 after selling out during the quarter.
Mutual Advisors sold 11,921 State Street SPDR S&P International Dividend ETF shares in Q1 2022, an estimated $463K.
Mutual Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2019 and held it in 8 quarters.
Mutual Advisors's State Street SPDR S&P International Dividend ETF position peaked at $1.13M in Q2 2019.
149 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2022.

Based on Mutual Advisors's 13F filing for Q1 2022, filed 9 May 2022.