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 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Tradition Wealth Management's DWX Position: Q3 2023 in Review

Tradition Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2023, closing a stake of 448 shares — an estimated $15K sold.

Tradition Wealth Management first reported a position in DWX in Q4 2020 and held it in 11 quarters. The position peaked at $17K in Q2 2021. 133 funds tracked by Wall St. Rank hold DWX as of Q3 2023.

Tradition Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 448 State Street SPDR S&P International Dividend ETF shares in Q3 2023, an estimated $15K.
Tradition Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2020 and held it in 11 quarters.
Tradition Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $17K in Q2 2021.
133 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.