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

West Wealth Group’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
2024 Q1	–	Sell	-10,929	Closed	-$389K	–	80
2023 Q4	$389K	Sell	10,929 -6,510	-37%	-$220K	0.15%	52
2023 Q3	$574K	Sell	17,439 -708	-4%	-$24.3K	0.25%	38
2023 Q2	$624K	Buy	18,147 +10,211	+129%	+$357K	0.26%	31
2023 Q1	$272K	Sell	7,936 -863	-10%	-$29.3K	0.13%	48
2022 Q4	$284K	Buy	+8,799	New	+$273K	0.14%	52

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

EWM

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

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

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

West Wealth Group's DWX Position: Q1 2024 in Review

West Wealth Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2024, closing a stake of 10,929 shares — an estimated $389K sold.

West Wealth Group first reported a position in DWX in Q4 2022 and held it in 5 quarters. The position peaked at $624K in Q2 2023. 134 funds tracked by Wall St. Rank hold DWX as of Q1 2024.

West Wealth Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2024 after selling out during the quarter.
West Wealth Group sold 10,929 State Street SPDR S&P International Dividend ETF shares in Q1 2024, an estimated $389K.
West Wealth Group first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2022 and held it in 5 quarters.
West Wealth Group's State Street SPDR S&P International Dividend ETF position peaked at $624K in Q2 2023.
134 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.