Realta Investment Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Realta Investment Advisors’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	-549	Closed	-$19.3K	–	791
2024 Q1	$19.3K	Buy	+549	New	+$19.2K	﹤0.01%	641
2023 Q4	–	Sell	-535	Closed	-$18.4K	–	497
2023 Q3	$18.4K	Hold	535	–	–	﹤0.01%	626
2023 Q2	$18.4K	Buy	+535	New	+$18.7K	﹤0.01%	669
2023 Q1	–	Sell	-523	Closed	-$16.9K	–	498
2022 Q4	$16.9K	Buy	523 +4	+0.8%	+$124	﹤0.01%	662
2022 Q3	$15K	Buy	+519	New	+$17.2K	﹤0.01%	648

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

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

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 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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Realta Investment Advisors's DWX Position: Q2 2024 in Review

Realta Investment Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2024, closing a stake of 549 shares — an estimated $19.3K sold.

Realta Investment Advisors first reported a position in DWX in Q3 2022 and held it in 5 quarters. The position peaked at $19.3K in Q1 2024. 127 funds tracked by Wall St. Rank hold DWX as of Q2 2024.

Realta Investment Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2024 after selling out during the quarter.
Realta Investment Advisors sold 549 State Street SPDR S&P International Dividend ETF shares in Q2 2024, an estimated $19.3K.
Realta Investment Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2022 and held it in 5 quarters.
Realta Investment Advisors's State Street SPDR S&P International Dividend ETF position peaked at $19.3K in Q1 2024.
127 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.