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

Atomi Financial 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
2025
Q4 		– Sell
-19,915
Closed -$850K – 1228
2025
Q3 		$850K Buy
19,915
+997
+5% +$42.4K 0.03% 435
2025
Q2 		$797K Buy
+18,918
New +$772K 0.03% 413

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRFG
Columbia River Financial Group Vancouver, Washington $172M AUM 13.74% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atomi Financial Group's DWX Position: Q4 2025 in Review

Atomi Financial Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2025, closing a stake of 19,915 shares — an estimated $850K sold.

Atomi Financial Group first reported a position in DWX in Q2 2025 and held it in 2 quarters. The position peaked at $850K in Q3 2025. 138 funds tracked by Wall St. Rank hold DWX as of Q4 2025.

  • Atomi Financial Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Atomi Financial Group sold 19,915 State Street SPDR S&P International Dividend ETF shares in Q4 2025, an estimated $850K.
  • Atomi Financial Group first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2025 and held it in 2 quarters.
  • Atomi Financial Group's State Street SPDR S&P International Dividend ETF position peaked at $850K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.