Concord Wealth Partners
DWX icon

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
Q3 		$12.4M Buy
270,172
+6,813
+3% +$323K 1.44% 13
2026
Q2 		$12.1M Buy
263,359
+8,997
+4% +$419K 1.39% 15
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 		$9.9M Buy
232,618
+4,358
+2% +$186K 1.37% 16
2025
Q2 		$9.6M 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

Concord Asset Management (Virginia)
Concord Asset Management (Virginia) Abingdon, Virginia $652M AUM 19.04% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concord Wealth Partners's DWX Position: Q3 2026 in Review

Concord Wealth Partners increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 2.6% in Q3 2026, buying an estimated $323K and bringing the position to 270,172 shares worth $12.4M. The position accounts for 1.44% of the portfolio, ranked #13.

Concord Wealth Partners first reported a position in DWX in Q4 2020 and has held it in 24 quarters since. 49 funds tracked by Wall St. Rank hold DWX as of Q3 2026.

  • Concord Wealth Partners held 270,172 shares of State Street SPDR S&P International Dividend ETF worth $12.4M as of Q3 2026.
  • Concord Wealth Partners bought 6,813 State Street SPDR S&P International Dividend ETF shares in Q3 2026, an estimated $323K.
  • State Street SPDR S&P International Dividend ETF made up 1.44% of Concord Wealth Partners's portfolio in Q3 2026, its #13 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 24 quarters since.
  • 49 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.