Nations Financial Group’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Nations Financial Group’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 Q1	–	Sell	-15,000	Closed	-$533K	–	630
2023 Q4	$533K	Hold	15,000	–	–	0.05%	372
2023 Q3	$494K	Hold	15,000	–	–	0.05%	368
2023 Q2	$516K	Hold	15,000	–	–	0.05%	378
2023 Q1	$514K	Sell	15,000 -843	-5%	-$28.6K	0.05%	361
2022 Q4	$512K	Buy	+15,843	New	+$491K	0.06%	349

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

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

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

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

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

Nations Financial Group's DWX Position: Q1 2024 in Review

Nations Financial Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2024, closing a stake of 15,000 shares — an estimated $533K sold.

Nations Financial Group first reported a position in DWX in Q4 2022 and held it in 5 quarters. The position peaked at $533K in Q4 2023. 134 funds tracked by Wall St. Rank hold DWX as of Q1 2024.

Nations Financial Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2024 after selling out during the quarter.
Nations Financial Group sold 15,000 State Street SPDR S&P International Dividend ETF shares in Q1 2024, an estimated $533K.
Nations Financial Group first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2022 and held it in 5 quarters.
Nations Financial Group's State Street SPDR S&P International Dividend ETF position peaked at $533K in Q4 2023.
134 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2024.

Based on Nations Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.