TWM
DWX icon

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

Tradition 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
2023
Q3 		– Sell
-448
Closed -$15K – 1369
2023
Q2 		$15K Buy
448
+8
+2% +$279 ﹤0.01% 941
2023
Q1 		$15K Sell
440
-3
-0.7% -$102 ﹤0.01% 894
2022
Q4 		$14K Buy
443
+8
+2% +$248 ﹤0.01% 821
2022
Q3 		$13K Buy
435
+8
+2% +$265 ﹤0.01% 862
2022
Q2 		$15K Buy
427
+7
+2% +$258 ﹤0.01% 710
2022
Q1 		$16K Hold
420
– – ﹤0.01% 769
2021
Q4 		$16K Hold
420
– – ﹤0.01% 785
2021
Q3 		$16K Hold
420
– – ﹤0.01% 778
2021
Q2 		$17K Hold
420
– – ﹤0.01% 796
2021
Q1 		$16K Hold
420
– – ﹤0.01% 683
2020
Q4 		$15K Buy
+420
New +$14.8K ﹤0.01% 640

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return