SWS Partners’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

SWS Partners’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
2021 Q1	–	Sell	-16,311	Closed	-$596K	–	85
2020 Q4	$596K	Sell	16,311 -1,365	-8%	-$48.1K	0.27%	97
2020 Q3	$596K	Buy	+17,676	New	+$608K	0.3%	91
2020 Q2	–	Sell	-20,140	Closed	-$617K	–	78
2020 Q1	$617K	Buy	+20,140	New	+$747K	0.44%	67
2019 Q3	$882K	Sell	22,002 -7,399	-25%	-$287K	0.52%	56
2019 Q2	$1.16M	Buy	+29,401	New	+$1.14M	0.74%	47
2018 Q4	$1.18M	Sell	33,690 -211	-0.6%	-$7.61K	0.89%	48
2018 Q3	$1.28M	Sell	33,901 -1,334	-4%	-$51.4K	0.82%	45
2018 Q2	$1.35M	Sell	35,235 -4,026	-10%	-$159K	0.95%	45
2018 Q1	$1.55M	Sell	39,261 -4,806	-11%	-$197K	1.14%	35
2017 Q4	$1.82M	Buy	+44,067	New	+$1.79M	1.36%	22

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWS Partners's DWX Position: Q1 2021 in Review

SWS Partners sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2021, closing a stake of 16,311 shares — an estimated $596K sold.

SWS Partners first reported a position in DWX in Q4 2017 and held it in 10 quarters. The position peaked at $1.82M in Q4 2017. 139 funds tracked by Wall St. Rank hold DWX as of Q1 2021.

SWS Partners reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2021 after selling out during the quarter.
SWS Partners sold 16,311 State Street SPDR S&P International Dividend ETF shares in Q1 2021, an estimated $596K.
SWS Partners first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2017 and held it in 10 quarters.
SWS Partners's State Street SPDR S&P International Dividend ETF position peaked at $1.82M in Q4 2017.
139 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2021.

Based on SWS Partners's 13F filing for Q1 2021, filed 17 May 2021.