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 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	$9.93M	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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Concord Wealth Partners's DWX Position: Q2 2026 in Review

Concord Wealth Partners increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 3.5% in Q2 2026, buying an estimated $419K and bringing the position to 263,359 shares worth $12.1M. The position accounts for 1.39% of the portfolio, ranked #15.

Concord Wealth Partners first reported a position in DWX in Q4 2020 and has held it in 23 quarters since. 138 funds tracked by Wall St. Rank hold DWX as of Q2 2026.

Concord Wealth Partners held 263,359 shares of State Street SPDR S&P International Dividend ETF worth $12.1M as of Q2 2026.
Concord Wealth Partners bought 8,997 State Street SPDR S&P International Dividend ETF shares in Q2 2026, an estimated $419K.
State Street SPDR S&P International Dividend ETF made up 1.39% of Concord Wealth Partners's portfolio in Q2 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 23 quarters since.
138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.