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

Prospera Financial Services’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
2023 Q1	–	Sell	-7,394	Closed	-$239K	–	970
2022 Q4	$239K	Hold	7,394	–	–	0.01%	786
2022 Q3	$213K	Buy	+7,394	New	+$245K	0.01%	762
2022 Q2	–	Sell	-7,266	Closed	-$282K	–	1867
2022 Q1	$282K	Buy	7,266 +137	+2%	+$5.29K	0.01%	763
2021 Q4	$277K	Hold	7,129	–	–	0.01%	734
2021 Q3	$271K	Hold	7,129	–	–	0.01%	686
2021 Q2	$281K	Hold	7,129	–	–	0.01%	676
2021 Q1	$272K	Hold	7,129	–	–	0.02%	643
2020 Q4	$261K	Hold	7,129	–	–	0.02%	573
2020 Q3	$240K	Hold	7,129	–	–	0.09%	195
2020 Q2	$236K	Hold	7,129	–	–	0.02%	505
2020 Q1	$218K	Hold	7,129	–	–	0.02%	454
2019 Q4	$287K	Hold	7,129	–	–	0.02%	491
2019 Q3	$278K	Hold	7,129	–	–	0.03%	453
2019 Q2	$281K	Hold	7,129	–	–	0.03%	415
2019 Q1	$274K	Hold	7,129	–	–	0.09%	260
2018 Q4	$249K	Sell	7,129 -1,090	-13%	-$39.3K	0.05%	324
2018 Q3	$315K	Hold	8,219	–	–	0.06%	301
2018 Q2	$315K	Hold	8,219	–	–	0.04%	334
2018 Q1	$329K	Buy	+8,219	New	+$337K	0.05%	315
2017 Q4	–	Sell	-7,009	Closed	-$283K	–	405
2017 Q3	$283K	Sell	7,009 -275	-4%	-$11.1K	0.04%	336
2017 Q2	$285K	Hold	7,284	–	–	0.05%	322
2017 Q1	$277K	Sell	7,284 -5,188	-42%	-$194K	0.05%	283
2016 Q4	$450K	Buy	+12,472	New	+$450K	0.09%	202

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

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

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

Prospera Financial Services's DWX Position: Q1 2023 in Review

Prospera Financial Services sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2023, closing a stake of 7,394 shares — an estimated $239K sold.

Prospera Financial Services first reported a position in DWX in Q4 2016 and held it in 23 quarters. The position peaked at $450K in Q4 2016. 144 funds tracked by Wall St. Rank hold DWX as of Q1 2023.

Prospera Financial Services reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2023 after selling out during the quarter.
Prospera Financial Services sold 7,394 State Street SPDR S&P International Dividend ETF shares in Q1 2023, an estimated $239K.
Prospera Financial Services first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2016 and held it in 23 quarters.
Prospera Financial Services's State Street SPDR S&P International Dividend ETF position peaked at $450K in Q4 2016.
144 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.