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

Beta Wealth 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
-6,350
Closed -$271K – 117
2025
Q3 		$271K Buy
6,350
+423
+7% +$18K 0.11% 107
2025
Q2 		$250K Buy
5,927
+33
+0.6% +$1.35K 0.09% 96
2025
Q1 		$226K Buy
+5,894
New +$215K 0.08% 96
2024
Q4 		– Sell
-5,661
Closed -$217K – 110
2024
Q3 		$217K Sell
5,661
-273
-5% -$10.1K 0.1% 99
2024
Q2 		$204K Buy
5,934
+20
+0.3% +$697 0.1% 100
2024
Q1 		$208K Sell
5,914
-478
-7% -$16.7K 0.1% 95
2023
Q4 		$227K Sell
6,392
-2,665
-29% -$89.9K 0.12% 97
2023
Q3 		$298K Buy
9,057
+37
+0.4% +$1.27K 0.18% 85
2023
Q2 		$310K Sell
9,020
-228
-2% -$7.96K 0.18% 81
2023
Q1 		$317K Sell
9,248
-6,650
-42% -$226K 0.18% 80
2022
Q4 		$514K Buy
15,898
+8,796
+124% +$273K 0.34% 49
2022
Q3 		$205K Sell
7,102
-42,676
-86% -$1.42M 0.15% 88
2022
Q2 		$1.71M Sell
49,778
-38,261
-43% -$1.41M 1.15% 31
2022
Q1 		$3.41M Sell
88,039
-2,309
-3% -$89.2K 2.28% 14
2021
Q4 		$3.43M Hold
90,348
– – 2.47% 16
2021
Q3 		$3.43M Buy
90,348
+6,453
+8% +$257K 2.47% 16
2021
Q2 		$3.31M Buy
83,895
+10,366
+14% +$413K 2.3% 16
2021
Q1 		$2.8M Buy
73,529
+8,164
+12% +$305K 2.04% 18
2020
Q4 		$2.39M Buy
+65,365
New +$2.3M 2.05% 18

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 $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

Beta Wealth Group's DWX Position: Q4 2025 in Review

Beta Wealth Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2025, closing a stake of 6,350 shares — an estimated $271K sold.

Beta Wealth Group first reported a position in DWX in Q4 2020 and held it in 19 quarters. The position peaked at $3.43M in Q4 2021. 138 funds tracked by Wall St. Rank hold DWX as of Q4 2025.

  • Beta Wealth Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Beta Wealth Group sold 6,350 State Street SPDR S&P International Dividend ETF shares in Q4 2025, an estimated $271K.
  • Beta Wealth Group first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2020 and held it in 19 quarters.
  • Beta Wealth Group's State Street SPDR S&P International Dividend ETF position peaked at $3.43M in Q4 2021.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2025.

Based on Beta Wealth Group's 13F filing for Q4 2025, filed 13 Feb 2026.