Oxler Private Wealth’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Oxler Private Wealth’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 Q4	–	Sell	-200	Closed	-$19.1K	–	149
2022 Q3	$19.1K	Buy	+200	New	+$6.64K	0.01%	308

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Oxler Private Wealth's DWX Position: Q4 2022 in Review

Oxler Private Wealth sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2022, closing a stake of 200 shares — an estimated $19.1K sold.

Oxler Private Wealth first reported a position in DWX in Q3 2022 and held it in 1 quarter. The position peaked at $19.1K in Q3 2022. 143 funds tracked by Wall St. Rank hold DWX as of Q4 2022.

Oxler Private Wealth reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 200 State Street SPDR S&P International Dividend ETF shares in Q4 2022, an estimated $19.1K.
Oxler Private Wealth first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2022 and held it in 1 quarter.
Oxler Private Wealth's State Street SPDR S&P International Dividend ETF position peaked at $19.1K in Q3 2022.
143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.