Glass Jacobson Investment Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Glass Jacobson Investment Advisors’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 Q2	–	Sell	-500	Closed	-$17.5K	–	632
2025 Q1	$17.5K	Hold	500	–	–	0.01%	537
2024 Q4	$17.5K	Hold	500	–	–	0.01%	537
2024 Q3	$19.2K	Hold	500	–	–	0.01%	501
2024 Q2	$17.2K	Hold	500	–	–	0.01%	503
2024 Q1	$17.6K	Hold	500	–	–	0.01%	495
2023 Q4	$17.8K	Hold	500	–	–	0.01%	460
2023 Q3	$16.4K	Hold	500	–	–	0.01%	447
2023 Q2	$17.2K	Buy	+500	New	+$17.5K	0.01%	443
2022 Q4	$16.2K	Buy	+500	New	+$15.5K	0.01%	455

Other funds holding DWX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CAMV

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

CWP

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

EWM

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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glass Jacobson Investment Advisors's DWX Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2025, closing a stake of 500 shares — an estimated $17.5K sold.

Glass Jacobson Investment Advisors first reported a position in DWX in Q4 2022 and held it in 9 quarters. The position peaked at $19.2K in Q3 2024. 140 funds tracked by Wall St. Rank hold DWX as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 500 State Street SPDR S&P International Dividend ETF shares in Q2 2025, an estimated $17.5K.
Glass Jacobson Investment Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's State Street SPDR S&P International Dividend ETF position peaked at $19.2K in Q3 2024.
140 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.