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CT
Clearstead Trust’s
State Street SPDR S&P International Dividend ETF
DWX
Stock Holding History
Clearstead 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
2026
Q1
$133K
Hold
2,907
–
–
0.02%
218
2025
Q4
$128K
Hold
2,907
–
–
0.02%
225
2025
Q3
$124K
Sell
2,907
-93
-3%
-$3.96K
0.02%
219
2025
Q2
$126K
Hold
3,000
–
–
0.02%
219
2025
Q1
$115K
Hold
3,000
–
–
0.03%
197
2024
Q4
$105K
Hold
3,000
–
–
0.02%
202
2024
Q3
$115K
Hold
3,000
–
–
0.03%
174
2024
Q2
$103K
Hold
3,000
–
–
0.03%
180
2024
Q1
$105K
Hold
3,000
–
–
0.03%
184
2023
Q4
$107K
Hold
3,000
–
–
0.03%
194
2023
Q3
$98.7K
Hold
3,000
–
–
0.03%
176
2023
Q2
$103K
Buy
+3,000
New
+$105K
0.03%
178
Other funds holding DWX
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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