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Orion Portfolio Solutions’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-452
Closed -$15K – 850
2020
Q2 		$15K Hold
452
– – ﹤0.01% 1041
2020
Q1 		$14K Buy
+452
New +$16.8K ﹤0.01% 949

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Orion Portfolio Solutions's DWX Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2020, closing a stake of 452 shares — an estimated $15K sold.

Orion Portfolio Solutions first reported a position in DWX in Q1 2020 and held it in 2 quarters. The position peaked at $15K in Q2 2020. 130 funds tracked by Wall St. Rank hold DWX as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 452 State Street SPDR S&P International Dividend ETF shares in Q3 2020, an estimated $15K.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's State Street SPDR S&P International Dividend ETF position peaked at $15K in Q2 2020.
  • 130 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.