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

Spire Wealth 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
2024 Q1	–	Sell	-867	Closed	-$30.2K	–	2326
2023 Q4	$30.2K	Buy	867 +8	+0.9%	+$270	﹤0.01%	1377
2023 Q3	$28.3K	Buy	859 +10	+1%	+$344	﹤0.01%	1376
2023 Q2	$29.2K	Buy	849 +14	+2%	+$489	﹤0.01%	1430
2023 Q1	$28.6K	Buy	835 +5	+0.6%	+$170	﹤0.01%	1454
2022 Q4	$27K	Buy	830 +6	+0.7%	+$186	﹤0.01%	1239
2022 Q3	$24K	Buy	824 +13	+2%	+$431	﹤0.01%	1250
2022 Q2	$28K	Buy	811 +15	+2%	+$553	﹤0.01%	1526
2022 Q1	$31K	Buy	796 +2	+0.3%	+$77	﹤0.01%	1626
2021 Q4	$31K	Buy	794 +9	+1%	+$347	﹤0.01%	1928
2021 Q3	$30K	Buy	785 +9	+1%	+$358	﹤0.01%	1684
2021 Q2	$31K	Sell	776 -928	-54%	-$36.9K	﹤0.01%	1680
2021 Q1	$65K	Buy	+1,704	New	+$63.6K	﹤0.01%	1590

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

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

EWM

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

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

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

Spire Wealth Management's DWX Position: Q1 2024 in Review

Spire Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2024, closing a stake of 867 shares — an estimated $30.2K sold.

Spire Wealth Management first reported a position in DWX in Q1 2021 and held it in 12 quarters. The position peaked at $65K in Q1 2021. 134 funds tracked by Wall St. Rank hold DWX as of Q1 2024.

Spire Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2024 after selling out during the quarter.
Spire Wealth Management sold 867 State Street SPDR S&P International Dividend ETF shares in Q1 2024, an estimated $30.2K.
Spire Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2021 and held it in 12 quarters.
Spire Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $65K in Q1 2021.
134 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.