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

Founders Financial Alliance’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	$7.34K	Hold	161	–	–	﹤0.01%	657
2025 Q4	$7.07K	Hold	161	–	–	﹤0.01%	528
2025 Q3	$6.88K	Hold	161	–	–	﹤0.01%	630
2025 Q2	$6.79K	Hold	161	–	–	﹤0.01%	479
2025 Q1	$6.18K	Hold	161	–	–	﹤0.01%	546
2024 Q4	$5.63K	Hold	161	–	–	﹤0.01%	514
2024 Q3	$6.18K	Hold	161	–	–	﹤0.01%	519
2024 Q2	$5.54K	Hold	161	–	–	﹤0.01%	506
2024 Q1	$5.66K	Hold	161	–	–	﹤0.01%	511
2023 Q4	$5.72K	Sell	161 -330	-67%	-$11.1K	﹤0.01%	462
2023 Q3	$16.2K	Buy	+491	New	+$16.9K	0.01%	395
2020 Q4	–	Sell	-1,776	Closed	-$59K	–	649
2020 Q3	$59K	Buy	+1,776	New	+$61.1K	0.04%	346

Other funds holding DWX

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Columbia River Financial Group Vancouver, Washington $172M AUM 13.74% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $4.39B AUM 26.6% 1-Year Est. Return

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return

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