AWM
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Axxcess Wealth Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Axxcess Wealth Management’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
2026
Q1 		– Sell
-10,850
Closed -$477K – 559
2025
Q4 		$477K Hold
10,850
– – 0.01% 715
2025
Q3 		$463K Hold
10,850
– – 0.01% 640
2025
Q2 		$457K Buy
10,850
+1,850
+21% +$75.5K 0.01% 611
2025
Q1 		$345K Buy
+9,000
New +$329K 0.01% 641

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $5.28B AUM 39.19% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 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

Axxcess Wealth Management's DWX Position: Q1 2026 in Review

Axxcess Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2026, closing a stake of 10,850 shares — an estimated $477K sold.

Axxcess Wealth Management first reported a position in DWX in Q1 2025 and held it in 4 quarters. The position peaked at $477K in Q4 2025. 137 funds tracked by Wall St. Rank hold DWX as of Q1 2026.

  • Axxcess Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,850 State Street SPDR S&P International Dividend ETF shares in Q1 2026, an estimated $477K.
  • Axxcess Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2025 and held it in 4 quarters.
  • Axxcess Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $477K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.