Avantax Advisory Services’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Avantax Advisory Services’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 Q2	$559K	Buy	13,253 +228	+2%	+$9.31K	﹤0.01%	1520
2025 Q1	$500K	Buy	+13,025	New	+$476K	﹤0.01%	1502
2024 Q4	–	Sell	-13,397	Closed	-$514K	–	2202
2024 Q3	$514K	Sell	13,397 -2,456	-15%	-$90.9K	﹤0.01%	1391
2024 Q2	$546K	Buy	15,853 +1,537	+11%	+$53.6K	﹤0.01%	1306
2024 Q1	$503K	Hold	14,316	–	–	﹤0.01%	1033
2023 Q4	$509K	Buy	14,316 +10	+0.1%	+$337	0.01%	971
2023 Q3	$471K	Sell	14,306 -2,688	-16%	-$92.4K	0.01%	973
2023 Q2	$584K	Sell	16,994 -150	-0.9%	-$5.24K	0.01%	887
2023 Q1	$588K	Buy	17,144 +1,173	+7%	+$39.8K	0.01%	846
2022 Q4	$516K	Sell	15,971 -372	-2%	-$11.5K	0.01%	849
2022 Q3	$471K	Sell	16,343 -18	-0.1%	-$597	0.01%	803
2022 Q2	$561K	Sell	16,361 -176	-1%	-$6.49K	0.01%	736
2022 Q1	$642K	Hold	16,537	–	–	0.01%	700
2021 Q4	$643K	Hold	16,537	–	–	0.01%	673
2021 Q3	$627K	Buy	16,537 +1,580	+11%	+$62.9K	0.01%	630
2021 Q2	$588K	Buy	14,957 +378	+3%	+$15K	0.01%	642
2021 Q1	$556K	Sell	14,579 -860	-6%	-$32.1K	0.01%	592
2020 Q4	$564K	Sell	15,439 -5,035	-25%	-$177K	0.01%	522
2020 Q3	$688K	Buy	20,474 +10,704	+110%	+$368K	0.01%	681
2020 Q2	$324K	Sell	9,770 -774	-7%	-$24.9K	0.01%	609
2020 Q1	$322K	Sell	10,544 -1,399	-12%	-$51.9K	0.01%	552
2019 Q4	$479K	Buy	+11,943	New	+$475K	0.01%	490

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

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

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

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

EWM

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

BAAM

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

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

Avantax Advisory Services's DWX Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 1.8% in Q2 2025, buying an estimated $9.31K and bringing the position to 13,253 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Avantax Advisory Services first reported a position in DWX in Q4 2019 and has held it in 22 quarters since. The position peaked at $688K in Q3 2020. 140 funds tracked by Wall St. Rank hold DWX as of Q2 2025.

Avantax Advisory Services held 13,253 shares of State Street SPDR S&P International Dividend ETF worth $559K as of Q2 2025.
Avantax Advisory Services bought 228 State Street SPDR S&P International Dividend ETF shares in Q2 2025, an estimated $9.31K.
State Street SPDR S&P International Dividend ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1520 holding.
Avantax Advisory Services first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2019 and has held it in 22 quarters since.
Avantax Advisory Services's State Street SPDR S&P International Dividend ETF position peaked at $688K in Q3 2020.
140 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.