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

Traverso Chambers Private 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 Q4	$210K	Buy	+5,900	New	+$199K	0.05%	117
2023 Q3	–	Sell	-5,904	Closed	-$203K	–	116
2023 Q2	$203K	Hold	5,904	–	–	0.05%	115
2023 Q1	$202K	Buy	+5,904	New	+$200K	0.06%	113
2022 Q3	–	Sell	-5,904	Closed	-$203K	–	111
2022 Q2	$203K	Hold	5,904	–	–	0.07%	103
2022 Q1	$229K	Hold	5,904	–	–	0.07%	105
2021 Q4	$230K	Hold	5,904	–	–	0.07%	105
2021 Q3	$224K	Hold	5,904	–	–	0.07%	104
2021 Q2	$233K	Hold	5,904	–	–	0.07%	102
2021 Q1	$225K	Hold	5,904	–	–	0.08%	102
2020 Q4	$216K	Buy	+5,904	New	+$208K	0.08%	101

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 $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Traverso Chambers Private Wealth Management's DWX Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management opened a new position in State Street SPDR S&P International Dividend ETF (DWX) in Q4 2023: 5,900 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings. This is a return to the name: Traverso Chambers Private Wealth Management previously reported a position in DWX as recently as Q2 2023.

Traverso Chambers Private Wealth Management first reported a position in DWX in Q4 2020 and has held it in 10 quarters since. The position peaked at $233K in Q2 2021. 133 funds tracked by Wall St. Rank hold DWX as of Q4 2023.

Traverso Chambers Private Wealth Management held 5,900 shares of State Street SPDR S&P International Dividend ETF worth $210K as of Q4 2023.
State Street SPDR S&P International Dividend ETF was a new Traverso Chambers Private Wealth Management position in Q4 2023.
State Street SPDR S&P International Dividend ETF made up 0.05% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #117 holding.
Traverso Chambers Private Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2020 and has held it in 10 quarters since.
Traverso Chambers Private Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $233K in Q2 2021.
133 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.