B. Riley Wealth Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

B. Riley Wealth Advisors’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 Q2	$211K	Buy	4,575 +21	+0.5%	+$977	0.01%	758
2026 Q1	$204K	Sell	4,554 -174	-4%	-$7.98K	0.01%	718
2025 Q4	$208K	Sell	4,728 -278	-6%	-$12K	0.01%	854
2025 Q3	$214K	Sell	5,006 -84	-2%	-$3.58K	0.01%	869
2025 Q2	$215K	Buy	+5,090	New	+$208K	0.01%	867
2021 Q3	–	Sell	-5,614	Closed	-$222K	–	1424
2021 Q2	$222K	Buy	5,614 +213	+4%	+$8.48K	0.01%	1167
2021 Q1	$206K	Buy	+5,401	New	+$202K	0.01%	1179
2018 Q1	–	Sell	-6,797	Closed	-$281K	–	683
2017 Q4	$281K	Buy	6,797 +1,695	+33%	+$68.9K	0.04%	472
2017 Q3	$206K	Buy	+5,102	New	+$206K	0.03%	486
2016 Q3	–	Sell	-7,263	Closed	-$256K	–	621
2016 Q2	$256K	Buy	+7,263	New	+$256K	0.05%	457
2015 Q1	–	Sell	-800	Closed	-$34	–	932
2014 Q4	$34	Buy	+800	New	+$35.6K	﹤0.01%	2283
2014 Q3	–	Sell	-800	Closed	-$41K	–	957
2014 Q2	$41K	Buy	+800	New	+$40.5K	0.01%	1115

Other funds holding DWX

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return