DWX Institutional Ownership
State Street SPDR S&P International Dividend ETF
1W: -2.2%
1M: -4.6%
3M: -1.8%
YTD: +3.6%
1Y: +6.4%
3Y: +50.8%
5Y: +40.2%
$45.62
+0.17 (+0.38%)
Weekly Expected Move ±1.5%
$44
$45
$46
$46
$47
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — DWX
147
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
280M
Total Invested
13
New Positions
53
Increased
44
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (166 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 884,037 | $40M | +31,804 | +3.7% | 60Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 724,900 | $33M | +18,209 | +2.6% | 15Q | SEC ↗ |
| 3 | UBS Group AG | 382,023 | $17M | -9,557 | -2.4% | 47Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 312,212 | $14M | -44,393 | -12.4% | 71Q | SEC ↗ |
| 5 | Columbia River Financial Group, LLC | 294,945 | $13M | +1,442 | +0.5% | 7Q | SEC ↗ |
| 6 | Concord Wealth Partners | 263,359 | $12M | +8,997 | +3.5% | 23Q | SEC ↗ |
| 7 | Baker Avenue Asset Management, LP | 255,937 | $12M | -4,520 | -1.7% | 13Q | SEC ↗ |
| 8 | Concord Asset Management, LLC/VA | 251,768 | $11M | +3,596 | +1.4% | 19Q | SEC ↗ |
| 9 | Empirical Financial Services, LLC d.b. | 221,483 | $10M | +1,162 | +0.5% | 52Q | SEC ↗ |
| 10 | LPL Financial LLC | 212,224 | $10M | +22,306 | +11.7% | 61Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 144,636 | $7M | +25,937 | +21.9% | 26Q | SEC ↗ |
| 12 | Focus Partners Wealth | 138,583 | $6M | -10,345 | -6.9% | 3Q | SEC ↗ |
| 13 | Allen Capital Group, LLC | 138,398 | $6M | -781 | -0.6% | 14Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC | 119,072 | $5M | +42,939 | +56.4% | 37Q | SEC ↗ |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 98,768 | $5M | +17,135 | +21.0% | 46Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 98,670 | $5M | -6,533 | -6.2% | 49Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 97,165 | $4M | -6,229 | -6.0% | 67Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 84,134 | $4M | +27,154 | +47.7% | 59Q | SEC ↗ |
| 19 | Mount Lucas Management LP | 67,917 | $3M | +3,572 | +5.6% | 14Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 67,907 | $3M | +312 | +0.5% | 41Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 65,729 | $3M | -2,830 | -4.1% | 7Q | SEC ↗ |
| 22 | BIP Wealth, LLC NEW | 49,647 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Red Tortoise LLC | 48,930 | $2M | +232 | +0.5% | 4Q | SEC ↗ |
| 24 | Private Advisor Group, LLC | 46,166 | $2M | +2,915 | +6.7% | 51Q | SEC ↗ |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | 45,764 | $2M | -413 | -0.9% | 29Q | SEC ↗ |
| 26 | JONES FINANCIAL COMPANIES LLLP | 42,772 | $2M | +2,978 | +7.5% | 9Q | SEC ↗ |
| 27 | Equitable Holdings, Inc. | 42,143 | $2M | +1,465 | +3.6% | 5Q | SEC ↗ |
| 28 | McAdam, LLC | 37,478 | $2M | +248 | +0.7% | 19Q | SEC ↗ |
| 29 | Farther Finance Advisors, LLC | 36,485 | $2M | +36,435 | +72870.0% | 5Q | SEC ↗ |
| 30 | FDx Advisors, Inc. | 34,244 | $2M | +358 | +1.1% | 2Q | SEC ↗ |
| 31 | Invesco Ltd. | 29,219 | $1M | -1,757 | -5.7% | 61Q | SEC ↗ |
| 32 | ELEVATION POINT WEALTH PARTNERS, LLC | 28,019 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 33 | Parallel Advisors, LLC | 26,119 | $1M | -821 | -3.0% | 39Q | SEC ↗ |
| 34 | AlTi Global, Inc. NEW | 25,634 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Heartwood Wealth Advisors LLC | 24,906 | $1M | — | +0.0% | 15Q | SEC ↗ |
| 36 | FLOW TRADERS U.S. LLC NEW | 24,711 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Key Financial Inc | 24,280 | $1M | — | +0.0% | 16Q | SEC ↗ |
| 38 | PARTNERS WEALTH MANAGEMENT, LLC | 23,104 | $1M | +945 | +4.3% | 7Q | SEC ↗ |
| 39 | HBK Sorce Advisory LLC | 22,369 | $1M | +4,280 | +23.7% | 41Q | SEC ↗ |
| 40 | BRANDYWINE OAK PRIVATE WEALTH LLC | 21,226 | $968K | — | +0.0% | 31Q | SEC ↗ |
| 41 | WINEBRENNER CAPITAL MANAGEMENT LLC | 20,535 | $937K | — | +0.0% | 7Q | SEC ↗ |
| 42 | Novak & Powell Financial Services, Inc | 20,292 | $926K | +292 | +1.5% | 11Q | SEC ↗ |
| 43 | TRUIST FINANCIAL CORP | 19,758 | $901K | -2,649 | -11.8% | 17Q | SEC ↗ |
| 44 | COMMONWEALTH EQUITY SERVICES, LLC | 18,965 | $865K | -9,405 | -33.2% | 35Q | SEC ↗ |
| 45 | JPMORGAN CHASE & CO | 18,319 | $836K | +13 | +0.1% | 38Q | SEC ↗ |
| 46 | HighTower Advisors, LLC | 17,366 | $792K | +918 | +5.6% | 51Q | SEC ↗ |
| 47 | CITADEL ADVISORS LLC | 17,068 | $779K | +5,612 | +49.0% | 2Q | SEC ↗ |
| 48 | Janney Montgomery Scott LLC | 15,601 | $712K | -214 | -1.4% | 52Q | SEC ↗ |
| 49 | HRT FINANCIAL LP | 15,594 | $711K | +11,105 | +247.4% | 2Q | SEC ↗ |
| 50 | Fifth Third Securities, Inc. | 15,451 | $705K | -286 | -1.8% | 11Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| BIP Wealth, LLC | 49,647 | $2M |
| AlTi Global, Inc. | 25,634 | $1M |
| FLOW TRADERS U.S. LLC | 24,711 | $1M |
| Global Retirement Partners, LLC | 14,800 | $675K |
| Phillip James Consulting Co. | 11,896 | $543K |
| Fairfield Financial Advisors, LTD | 6,369 | $291K |
| CIBC WORLD MARKET INC. | 4,555 | $208K |
| Facet Wealth, Inc. | 4,417 | $202K |
| Continuum Advisory, LLC | 2,924 | $133K |
| Regatta Research & Money Management | 914 | $42K |
| Arax Advisory Partners | 148 | $7K |
| Buck Wealth Strategies, LLC | 99 | $5K |
| COMPASS FINANCIAL MANAGEMENT LLC | 4 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Dorsey Wright & Associates | 67,756 | $3M |
| Virtu Financial LLC | 17,935 | $818K |
| &PARTNERS | 14,645 | $668K |
| VestGen Investment Management | 12,515 | $571K |
| CITIGROUP INC | 11,401 | $520K |
| Beverly Hills Private Wealth, LLC | 10,910 | $498K |
| AXXCESS WEALTH MANAGEMENT, LLC | 10,850 | $495K |
| Brown Miller Wealth Management, LLC | 10,850 | $495K |
| Legacy Capital Group California, In | 7,868 | $359K |
| GOLDMAN SACHS GROUP INC | 6,513 | $297K |
| Wood Tarver Financial Group, LLC | 4,879 | $223K |
| CAPTRUST FINANCIAL ADVISORS | 4,790 | $219K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4,610 | $210K |
| SageView Advisory Group, LLC | 1,248 | $57K |
| Financial Network Wealth Advisors L | 607 | $28K |
| BESSEMER GROUP INC | 455 | $21K |
| EFG International AG | 435 | $20K |
| EASTERN BANK | 359 | $16K |
| BARCLAYS PLC | 300 | $14K |
| Aviso Financial Inc. | 270 | $12K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | +42,939 | +56.4% | 119,072 |
| Farther Finance Advisors, LLC | +36,435 | +72870.0% | 36,485 |
| MORGAN STANLEY | +31,804 | +3.7% | 884,037 |
| ENVESTNET ASSET MANAGEMENT INC | +27,154 | +47.7% | 84,134 |
| OSAIC HOLDINGS, INC. | +25,937 | +21.9% | 144,636 |
| LPL Financial LLC | +22,306 | +11.7% | 212,224 |
| BANK OF AMERICA CORP /DE | +18,209 | +2.6% | 724,900 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +17,135 | +21.0% | 98,768 |
| HRT FINANCIAL LP | +11,105 | +247.4% | 15,594 |
| Concord Wealth Partners | +8,997 | +3.5% | 263,359 |
| Hyundai Investments Co., Ltd. | +7,047 | +125.5% | 12,662 |
| Savant Capital, LLC | +6,489 | +100.8% | 12,926 |
| CITADEL ADVISORS LLC | +5,612 | +49.0% | 17,068 |
| HBK Sorce Advisory LLC | +4,280 | +23.7% | 22,369 |
| Concord Asset Management, LLC/VA | +3,596 | +1.4% | 251,768 |
| Mount Lucas Management LP | +3,572 | +5.6% | 67,917 |
| Treasure Coast Financial Planning | +3,358 | +57.2% | 9,225 |
| JONES FINANCIAL COMPANIES LLLP | +2,978 | +7.5% | 42,772 |
| Private Advisor Group, LLC | +2,915 | +6.7% | 46,166 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,180 | +39.7% | 7,672 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WealthShield Partners, LLC | -46,989 | -99.5% | 226 |
| WELLS FARGO & COMPANY/MN | -44,393 | -12.4% | 312,212 |
| JANE STREET GROUP, LLC | -22,909 | -73.8% | 8,142 |
| Focus Partners Wealth | -10,345 | -6.9% | 138,583 |
| UBS Group AG | -9,557 | -2.4% | 382,023 |
| COMMONWEALTH EQUITY SERVICES, LLC | -9,405 | -33.2% | 18,965 |
| STIFEL FINANCIAL CORP | -6,533 | -6.2% | 98,670 |
| ROYAL BANK OF CANADA | -6,229 | -6.0% | 97,165 |
| D.A. DAVIDSON & CO. | -5,501 | -43.5% | 7,145 |
| Baker Avenue Asset Management, LP | -4,520 | -1.7% | 255,937 |
| NewEdge Advisors, LLC | -4,291 | -26.2% | 12,060 |
| Cambridge Investment Research Advis | -3,077 | -18.9% | 13,196 |
| RAYMOND JAMES FINANCIAL INC | -2,830 | -4.1% | 65,729 |
| TRUIST FINANCIAL CORP | -2,649 | -11.8% | 19,758 |
| Invesco Ltd. | -1,757 | -5.7% | 29,219 |
| Kestra Advisory Services, LLC | -1,174 | -10.0% | 10,548 |
| Balentine LLC | -933 | -12.4% | 6,607 |
| PFG Investments, LLC | -886 | -9.0% | 8,957 |
| Parallel Advisors, LLC | -821 | -3.0% | 26,119 |
| Allen Capital Group, LLC | -781 | -0.6% | 138,398 |