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Caldwell Trust’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Caldwell Trust’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
2023
Q3 		– Sell
-100
Closed -$3.44K – 719
2023
Q2 		$3.44K Buy
+100
New +$3.49K ﹤0.01% 695

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Caldwell Trust's DWX Position: Q3 2023 in Review

Caldwell Trust sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2023, closing a stake of 100 shares — an estimated $3.44K sold.

Caldwell Trust first reported a position in DWX in Q2 2023 and held it in 1 quarter. The position peaked at $3.44K in Q2 2023. 133 funds tracked by Wall St. Rank hold DWX as of Q3 2023.

  • Caldwell Trust reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Caldwell Trust sold 100 State Street SPDR S&P International Dividend ETF shares in Q3 2023, an estimated $3.44K.
  • Caldwell Trust first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2023 and held it in 1 quarter.
  • Caldwell Trust's State Street SPDR S&P International Dividend ETF position peaked at $3.44K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.