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

Peak Asset 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
2022 Q3	–	Sell	-25,813	Closed	-$886K	–	141
2022 Q2	$886K	Buy	25,813 +5,837	+29%	+$215K	0.24%	70
2022 Q1	$775K	Buy	19,976 +1,782	+10%	+$68.8K	0.18%	79
2021 Q4	$707K	Sell	18,194 -464	-2%	-$17.9K	0.16%	81
2021 Q3	$708K	Buy	18,658 +564	+3%	+$22.5K	0.17%	80
2021 Q2	$713K	Buy	18,094 +1,708	+10%	+$68K	0.18%	79
2021 Q1	$625K	Buy	16,386 +6,122	+60%	+$229K	0.15%	90
2020 Q4	$375K	Buy	10,264 +999	+11%	+$35.2K	0.1%	103
2020 Q3	$313K	Buy	+9,265	New	+$319K	0.09%	101

Other funds holding DWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Peak Asset Management's DWX Position: Q3 2022 in Review

Peak Asset Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2022, closing a stake of 25,813 shares — an estimated $886K sold.

Peak Asset Management first reported a position in DWX in Q3 2020 and held it in 8 quarters. The position peaked at $886K in Q2 2022. 138 funds tracked by Wall St. Rank hold DWX as of Q3 2022.

Peak Asset Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2022 after selling out during the quarter.
Peak Asset Management sold 25,813 State Street SPDR S&P International Dividend ETF shares in Q3 2022, an estimated $886K.
Peak Asset Management first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2020 and held it in 8 quarters.
Peak Asset Management's State Street SPDR S&P International Dividend ETF position peaked at $886K in Q2 2022.
138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2022.

Based on Peak Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.