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Concord Wealth Partners’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Concord Wealth Partners’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 		$11.6M Buy
254,362
+7,994
+3% +$367K 1.51% 15
2025
Q4 		$10.8M Buy
246,368
+13,750
+6% +$594K 1.41% 17
2025
Q3 		$9.93M Buy
232,618
+4,358
+2% +$186K 1.37% 16
2025
Q2 		$9.62M Buy
228,260
+54,988
+32% +$2.24M 1.4% 17
2025
Q1 		$6.65M Buy
173,272
+80,859
+87% +$2.95M 1.09% 23
2024
Q4 		$3.23M Sell
92,413
-737
-0.8% -$26.9K 0.53% 48
2024
Q3 		$3.58M Sell
93,150
-235
-0.3% -$8.69K 0.6% 45
2024
Q2 		$3.22M Sell
93,385
-7,228
-7% -$252K 0.57% 43
2024
Q1 		$3.54M Sell
100,613
-4,239
-4% -$148K 0.64% 41
2023
Q4 		$3.73M Sell
104,852
-23,970
-19% -$808K 0.75% 31
2023
Q3 		$4.24M Sell
128,822
-35,535
-22% -$1.22M 0.9% 24
2023
Q2 		$5.65M Buy
164,357
+55,721
+51% +$1.95M 1.22% 22
2023
Q1 		$3.72M Sell
108,636
-28,327
-21% -$961K 1.06% 23
2022
Q4 		$4.43M Buy
136,963
+19,862
+17% +$616K 1.33% 22
2022
Q3 		$3.37M Buy
117,101
+17,724
+18% +$588K 1.07% 20
2022
Q2 		$3.41M Buy
99,377
+59,012
+146% +$2.18M 0.94% 20
2022
Q1 		$1.56M Buy
40,365
+9,068
+29% +$350K 0.4% 34
2021
Q4 		$1.22M Buy
31,297
+19,824
+173% +$765K 0.3% 42
2021
Q3 		$436K Sell
11,473
-15,904
-58% -$633K 0.18% 39
2021
Q2 		$1.08M Buy
27,377
+4,333
+19% +$172K 0.31% 29
2021
Q1 		$879K Buy
23,044
+22,964
+28,705% +$857K 0.3% 29
2020
Q4 		$3K Buy
+80
New +$2.82K ﹤0.01% 464

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $4.43B AUM 26.6% 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 $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Concord Wealth Partners's DWX Position: Q1 2026 in Review

Concord Wealth Partners increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 3.2% in Q1 2026, buying an estimated $367K and bringing the position to 254,362 shares worth $11.6M. The position accounts for 1.51% of the portfolio, ranked #15.

Concord Wealth Partners first reported a position in DWX in Q4 2020 and has held it in 22 quarters since. 137 funds tracked by Wall St. Rank hold DWX as of Q1 2026.

  • Concord Wealth Partners held 254,362 shares of State Street SPDR S&P International Dividend ETF worth $11.6M as of Q1 2026.
  • Concord Wealth Partners bought 7,994 State Street SPDR S&P International Dividend ETF shares in Q1 2026, an estimated $367K.
  • State Street SPDR S&P International Dividend ETF made up 1.51% of Concord Wealth Partners's portfolio in Q1 2026, its #15 holding.
  • Concord Wealth Partners first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2020 and has held it in 22 quarters since.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.