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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return