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Winslow Evans & Crocker’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$66K Buy
1,797
+1,102
+159% +$38.8K 0.01% 530
2020
Q3 		$23K Hold
695
– – 0.01% 599
2020
Q2 		$23K Sell
695
-1
-0.1% -$32 0.01% 584
2020
Q1 		$22K Sell
696
-150
-18% -$5.56K 0.01% 558
2019
Q4 		$34K Hold
846
– – 0.01% 570
2019
Q3 		$34K Sell
846
-124
-13% -$4.81K 0.01% 563
2019
Q2 		$40K Hold
970
– – 0.01% 555
2019
Q1 		$38K Hold
970
– – 0.01% 551
2018
Q4 		$34K Sell
970
-230
-19% -$8.29K 0.01% 526
2018
Q3 		$46K Sell
1,200
-80
-6% -$3.08K 0.01% 500
2018
Q2 		$50K Sell
1,280
-7,550
-86% -$299K 0.02% 492
2018
Q1 		$354K Sell
8,830
-1,280
-13% -$52.5K 0.11% 181
2017
Q4 		$417K Buy
10,110
+474
+5% +$19.3K 0.13% 161
2017
Q3 		$389K Buy
9,636
+2,890
+43% +$116K 0.13% 168
2017
Q2 		$264K Buy
6,746
+3,374
+100% +$132K 0.07% 274
2017
Q1 		$128K Buy
3,372
+1,826
+118% +$68.2K 0.04% 372
2016
Q4 		$55.8K Buy
1,546
+300
+24% +$10.8K 0.02% 511
2016
Q3 		$45.8K Sell
1,246
-194
-13% -$7.07K 0.01% 557
2016
Q2 		$50.7K Sell
1,440
-30
-2% -$1.06K 0.02% 510
2016
Q1 		$51.6K Sell
1,470
-354
-19% -$11.4K 0.02% 495
2015
Q4 		$60.8K Sell
1,824
-532
-23% -$18.7K 0.02% 492
2015
Q3 		$80K Buy
2,356
+12
+0.5% +$448 0.03% 429
2015
Q2 		$97.2K Buy
2,344
+2,076
+775% +$91.9K 0.03% 427
2015
Q1 		$11.2K Hold
268
– – ﹤0.01% 859
2014
Q4 		$11.3K Sell
268
-482
-64% -$21.4K ﹤0.01% 858
2014
Q3 		$34.7K Buy
750
+482
+180% +$24K 0.01% 634
2014
Q2 		$13.7K Buy
+268
New +$13.6K ﹤0.01% 768
2014
Q1 		– Sell
-800
Closed -$38K – 1318
2013
Q4 		$38K Buy
+800
New +$37.8K 0.01% 555

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Winslow Evans & Crocker's DWX Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 159% in Q4 2020, buying an estimated $38.8K and bringing the position to 1,797 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #530.

Winslow Evans & Crocker first reported a position in DWX in Q4 2013 and has held it in 28 quarters since. The position peaked at $417K in Q4 2017. 138 funds tracked by Wall St. Rank hold DWX as of Q4 2020.

  • Winslow Evans & Crocker held 1,797 shares of State Street SPDR S&P International Dividend ETF worth $66K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,102 State Street SPDR S&P International Dividend ETF shares in Q4 2020, an estimated $38.8K.
  • State Street SPDR S&P International Dividend ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #530 holding.
  • Winslow Evans & Crocker first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2013 and has held it in 28 quarters since.
  • Winslow Evans & Crocker's State Street SPDR S&P International Dividend ETF position peaked at $417K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.