Roble Belko & Company’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Roble Belko & Company’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 Q4	–	Sell	-3,899	Closed	-$150K	–	383
2024 Q3	$150K	Hold	3,899	–	–	0.02%	115
2024 Q2	$134K	Hold	3,899	–	–	0.02%	119
2024 Q1	$137K	Buy	3,899 +888	+29%	+$31.1K	0.02%	119
2023 Q4	$107K	Hold	3,011	–	–	0.02%	123
2023 Q3	$99K	Buy	3,011 +1,559	+107%	+$53.6K	0.02%	120
2023 Q2	$50K	Buy	+1,452	New	+$50.7K	0.01%	142

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

CRFG

Columbia River Financial Group Vancouver, Washington $186M AUM 15.2% 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

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

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

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Roble Belko & Company's DWX Position: Q4 2024 in Review

Roble Belko & Company sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2024, closing a stake of 3,899 shares — an estimated $150K sold.

Roble Belko & Company first reported a position in DWX in Q2 2023 and held it in 6 quarters. The position peaked at $150K in Q3 2024. 134 funds tracked by Wall St. Rank hold DWX as of Q4 2024.

Roble Belko & Company reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2024 after selling out during the quarter.
Roble Belko & Company sold 3,899 State Street SPDR S&P International Dividend ETF shares in Q4 2024, an estimated $150K.
Roble Belko & Company first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2023 and held it in 6 quarters.
Roble Belko & Company's State Street SPDR S&P International Dividend ETF position peaked at $150K in Q3 2024.
134 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2024.

Based on Roble Belko & Company's 13F filing for Q4 2024, filed 14 Jan 2025.