CF
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Centaurus Financial’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Centaurus Financial’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 		$107K Buy
+2,349
New +$108K 0.01% 1004
2020
Q1 		– Sell
-5,230
Closed -$210K – 546
2019
Q4 		$210K Buy
+5,230
New +$208K 0.03% 443
2019
Q3 		– Sell
-5,472
Closed -$215K – 480
2019
Q2 		$215K Buy
5,472
+5,269
+2,596% +$204K 0.03% 410
2019
Q1 		$5.33K Sell
203
-27
-12% -$1K 0.03% 339
2018
Q4 		$7 Buy
230
+223
+3,186% +$8.04K 0.05% 241
2018
Q3 		$254 Sell
7
-6,417
-100% -$247K 0.05% 339
2018
Q2 		$246K Buy
6,424
+171
+3% +$6.77K 0.03% 466
2018
Q1 		$251K Sell
6,253
-22
-0.4% -$902 0.06% 288
2017
Q4 		$259K Buy
+6,275
New +$255K 0.07% 263

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $4.39B AUM 26.6% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return