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

Creative Financial Designs’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
2025 Q1	–	Sell	-35	Closed	-$1.22K	–	2066
2024 Q4	$1.22K	Hold	35	–	–	﹤0.01%	1672
2024 Q3	$1.34K	Hold	35	–	–	﹤0.01%	1561
2024 Q2	$1.21K	Sell	35 -380	-92%	-$13.3K	﹤0.01%	1529
2024 Q1	$14.6K	Hold	415	–	–	﹤0.01%	1042
2023 Q4	$14.8K	Sell	415 -662	-61%	-$22.3K	﹤0.01%	987
2023 Q3	$35.4K	Buy	1,077 +53	+5%	+$1.82K	﹤0.01%	719
2023 Q2	$35.2K	Hold	1,024	–	–	﹤0.01%	723
2023 Q1	$35.1K	Hold	1,024	–	–	﹤0.01%	673
2022 Q4	$33.1K	Buy	1,024 +380	+59%	+$11.8K	﹤0.01%	643
2022 Q3	$19K	Sell	644 -378	-37%	-$12.5K	﹤0.01%	748
2022 Q2	$35K	Buy	1,022 +57	+6%	+$2.1K	0.01%	615
2022 Q1	$37K	Buy	965 +151	+19%	+$5.83K	0.01%	619
2021 Q4	$32K	Hold	814	–	–	﹤0.01%	658
2021 Q3	$31K	Hold	814	–	–	0.01%	737
2021 Q2	$32K	Hold	814	–	–	0.01%	717
2021 Q1	$31K	Buy	814 +284	+54%	+$10.6K	0.01%	672
2020 Q4	$19K	Hold	530	–	–	﹤0.01%	726
2020 Q3	$18K	Buy	+530	New	+$18.2K	﹤0.01%	674

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

CRFG

Columbia River Financial Group Vancouver, Washington $186M AUM 15.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

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

Creative Financial Designs's DWX Position: Q1 2025 in Review

Creative Financial Designs sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2025, closing a stake of 35 shares — an estimated $1.22K sold.

Creative Financial Designs first reported a position in DWX in Q3 2020 and held it in 18 quarters. The position peaked at $37K in Q1 2022. 128 funds tracked by Wall St. Rank hold DWX as of Q1 2025.

Creative Financial Designs reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 35 State Street SPDR S&P International Dividend ETF shares in Q1 2025, an estimated $1.22K.
Creative Financial Designs first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2020 and held it in 18 quarters.
Creative Financial Designs's State Street SPDR S&P International Dividend ETF position peaked at $37K in Q1 2022.
128 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.