BHPW
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Beverly Hills Private Wealth’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-10,910
Closed -$498K – 294
2026
Q1 		$498K Sell
10,910
-176
-2% -$8.08K 0.08% 186
2025
Q4 		$487K Sell
11,086
-212
-2% -$9.16K 0.08% 182
2025
Q3 		$482K Sell
11,298
-91
-0.8% -$3.87K 0.09% 189
2025
Q2 		$480K Sell
11,389
-244
-2% -$9.96K 0.09% 180
2025
Q1 		$446K Sell
11,633
-1,081
-9% -$39.5K 0.09% 191
2024
Q4 		$444K Sell
12,714
-16,554
-57% -$604K 0.09% 186
2024
Q3 		$1.12M Sell
29,268
-782
-3% -$28.9K 0.23% 115
2024
Q2 		$1.03M Sell
30,050
-1
-0% -$35 0.22% 113
2024
Q1 		$1.06M Sell
30,051
-1,275
-4% -$44.6K 0.24% 98
2023
Q4 		$1.11M Sell
31,326
-3,198
-9% -$108K 0.29% 84
2023
Q3 		$1.14M Sell
34,524
-25,510
-42% -$877K 0.34% 77
2023
Q2 		$2.06M Buy
60,034
+25,693
+75% +$897K 0.34% 73
2023
Q1 		$1.18M Sell
34,341
-13,101
-28% -$445K 0.37% 76
2022
Q4 		$1.53M Buy
+47,442
New +$1.47M 0.67% 48

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CRFG
Columbia River Financial Group Vancouver, Washington $186M AUM 15.2% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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 $445B AUM 25.58% 1-Year Est. Return

Beverly Hills Private Wealth's DWX Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2026, closing a stake of 10,910 shares — an estimated $498K sold.

Beverly Hills Private Wealth first reported a position in DWX in Q4 2022 and held it in 14 quarters. The position peaked at $2.06M in Q2 2023. 138 funds tracked by Wall St. Rank hold DWX as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 10,910 State Street SPDR S&P International Dividend ETF shares in Q2 2026, an estimated $498K.
  • Beverly Hills Private Wealth first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's State Street SPDR S&P International Dividend ETF position peaked at $2.06M in Q2 2023.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.