Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Carson Wealth (CWM LLC)’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 		$114K Buy
2,492
+109
+5% +$5K ﹤0.01% 3151
2025
Q4 		$105K Buy
2,383
+1,313
+123% +$56.8K ﹤0.01% 3021
2025
Q3 		$46K Buy
1,070
+373
+54% +$15.9K ﹤0.01% 3598
2025
Q2 		$29K Hold
697
– – ﹤0.01% 3670
2025
Q1 		$27K Hold
697
– – ﹤0.01% 3458
2024
Q4 		$24K Hold
697
– – ﹤0.01% 3309
2024
Q3 		$27K Hold
697
– – ﹤0.01% 3170
2024
Q2 		$24K Sell
697
-192
-22% -$6.7K ﹤0.01% 2989
2024
Q1 		$31K Sell
889
-284
-24% -$9.94K ﹤0.01% 2617
2023
Q4 		$42K Sell
1,173
-786
-40% -$26.5K ﹤0.01% 2291
2023
Q3 		$64K Buy
1,959
+9
+0.5% +$309 ﹤0.01% 1918
2023
Q2 		$67K Buy
1,950
+696
+56% +$24.3K ﹤0.01% 1793
2023
Q1 		$43K Buy
1,254
+778
+163% +$26.4K ﹤0.01% 1967
2022
Q4 		$15K Sell
476
-250
-34% -$7.75K ﹤0.01% 2549
2022
Q3 		$21K Buy
+726
New +$24.1K ﹤0.01% 2189
2022
Q2 		– Sell
-106
Closed -$4K – 3856
2022
Q1 		$4K Sell
106
-454
-81% -$17.5K ﹤0.01% 2915
2021
Q4 		$22K Buy
+560
New +$21.6K ﹤0.01% 1938
2019
Q1 		– Sell
-134
Closed -$5K – 3010
2018
Q4 		$5K Buy
134
+126
+1,575% +$4.54K ﹤0.01% 1519
2018
Q3 		$0 Buy
+8
New +$308 ﹤0.01% 1867
2015
Q4 		– Sell
-2,390
Closed -$81K – 698
2015
Q3 		$81K Buy
+2,390
New +$89.3K 0.01% 253

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
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 $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DWX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 4.6% in Q1 2026, buying an estimated $5K and bringing the position to 2,492 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Carson Wealth (CWM LLC) first reported a position in DWX in Q3 2015 and has held it in 20 quarters since. 137 funds tracked by Wall St. Rank hold DWX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,492 shares of State Street SPDR S&P International Dividend ETF worth $114K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 109 State Street SPDR S&P International Dividend ETF shares in Q1 2026, an estimated $5K.
  • State Street SPDR S&P International Dividend ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3151 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2015 and has held it in 20 quarters since.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.