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

SVA 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
2019
Q3 		– Sell
-5,229
Closed -$206K – 203
2019
Q2 		$206K Buy
+5,229
New +$202K 0.02% 201

Other funds holding DWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SVA Wealth Management's DWX Position: Q3 2019 in Review

SVA Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2019, closing a stake of 5,229 shares — an estimated $206K sold.

SVA Wealth Management first reported a position in DWX in Q2 2019 and held it in 1 quarter. The position peaked at $206K in Q2 2019. 143 funds tracked by Wall St. Rank hold DWX as of Q3 2019.

  • SVA Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • SVA Wealth Management sold 5,229 State Street SPDR S&P International Dividend ETF shares in Q3 2019, an estimated $206K.
  • SVA Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2019 and held it in 1 quarter.
  • SVA Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $206K in Q2 2019.
  • 143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2019.

Based on SVA Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.