Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWM
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
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.82B AUM
30.02%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
BAAM
Baker Avenue Asset Management
San Francisco, California
$4.39B AUM
26.6%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close