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

Northwest Capital Management’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
Q2 		– Sell
-786
Closed -$27.6K – 486
2024
Q1 		$27.6K Hold
786
– – 0.01% 279
2023
Q4 		$27.9K Hold
786
– – 0.01% 270
2023
Q3 		$25.9K Buy
786
+9
+1% +$309 0.01% 257
2023
Q2 		$26.7K Buy
+777
New +$27.1K 0.01% 262

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Northwest Capital Management's DWX Position: Q2 2024 in Review

Northwest Capital Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2024, closing a stake of 786 shares — an estimated $27.6K sold.

Northwest Capital Management first reported a position in DWX in Q2 2023 and held it in 4 quarters. The position peaked at $27.9K in Q4 2023. 127 funds tracked by Wall St. Rank hold DWX as of Q2 2024.

  • Northwest Capital Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Northwest Capital Management sold 786 State Street SPDR S&P International Dividend ETF shares in Q2 2024, an estimated $27.6K.
  • Northwest Capital Management first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2023 and held it in 4 quarters.
  • Northwest Capital Management's State Street SPDR S&P International Dividend ETF position peaked at $27.9K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2024.

Based on Northwest Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.