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Freedom Investment Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-19,077
Closed -$804K – 308
2025
Q2 		$804K Sell
19,077
-623
-3% -$25.4K 0.06% 303
2025
Q1 		$756K Sell
19,700
-448
-2% -$16.4K 0.06% 311
2024
Q4 		$704K Buy
20,148
+1,036
+5% +$37.8K 0.06% 323
2024
Q3 		$734K Sell
19,112
-1,047
-5% -$38.7K 0.06% 324
2024
Q2 		$694K Sell
20,159
-4,856
-19% -$169K 0.06% 326
2024
Q1 		$879K Sell
25,015
-2,364
-9% -$82.8K 0.07% 280
2023
Q4 		$973K Sell
27,379
-3,455
-11% -$117K 0.08% 258
2023
Q3 		$1.01M Sell
30,834
-4,310
-12% -$148K 0.12% 199
2023
Q2 		$1.21M Sell
35,144
-4,793
-12% -$167K 0.14% 187
2023
Q1 		$1.37M Buy
39,937
+25,945
+185% +$880K 0.15% 174
2022
Q4 		$452K Sell
13,992
-886
-6% -$27.5K 0.05% 464
2022
Q3 		$428K Buy
14,878
+5,725
+63% +$190K 0.05% 469
2022
Q2 		$314K Sell
9,153
-8,736
-49% -$322K 0.03% 578
2022
Q1 		$694K Sell
17,889
-6,447
-26% -$249K 0.06% 382
2021
Q4 		$946K Buy
24,336
+4,754
+24% +$183K 0.07% 359
2021
Q3 		$744K Buy
19,582
+4,753
+32% +$189K 0.06% 397
2021
Q2 		$584K Buy
14,829
+5,142
+53% +$205K 0.04% 494
2021
Q1 		$369K Buy
9,687
+1,784
+23% +$66.6K 0.03% 614
2020
Q4 		$289K Sell
7,903
-1,635
-17% -$57.6K 0.03% 482
2020
Q3 		$322K Buy
9,538
+293
+3% +$10.1K 0.04% 392
2020
Q2 		$306K Sell
9,245
-632
-6% -$20.4K 0.03% 395
2020
Q1 		$398K Buy
+9,877
New +$366K 0.04% 404

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRFG
Columbia River Financial Group Vancouver, Washington $172M AUM 13.74% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's DWX Position: Q3 2025 in Review

Freedom Investment Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2025, closing a stake of 19,077 shares — an estimated $804K sold.

Freedom Investment Management first reported a position in DWX in Q1 2020 and held it in 22 quarters. The position peaked at $1.37M in Q1 2023. 140 funds tracked by Wall St. Rank hold DWX as of Q3 2025.

  • Freedom Investment Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 19,077 State Street SPDR S&P International Dividend ETF shares in Q3 2025, an estimated $804K.
  • Freedom Investment Management first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2020 and held it in 22 quarters.
  • Freedom Investment Management's State Street SPDR S&P International Dividend ETF position peaked at $1.37M in Q1 2023.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.