Heartwood Wealth Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Heartwood Wealth 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
2026 Q2	$1.14M	Hold	24,906	–	–	0.09%	100
2026 Q1	$1.14M	Hold	24,906	–	–	0.1%	90
2025 Q4	$1.09M	Hold	24,906	–	–	0.1%	82
2025 Q3	$1.06M	Hold	24,906	–	–	0.1%	84
2025 Q2	$1.05M	Hold	24,906	–	–	0.11%	77
2025 Q1	$955K	Hold	24,906	–	–	0.11%	73
2024 Q4	$871K	Buy	24,906 +669	+3%	+$24.4K	0.1%	78
2024 Q3	$931K	Hold	24,237	–	–	0.1%	72
2024 Q2	$834K	Hold	24,237	–	–	0.1%	77
2024 Q1	$852K	Hold	24,237	–	–	0.1%	71
2023 Q4	$862K	Hold	24,237	–	–	0.11%	57
2023 Q3	$797K	Hold	24,237	–	–	0.12%	57
2023 Q2	$834K	Hold	24,237	–	–	0.12%	61
2023 Q1	$831K	Hold	24,237	–	–	0.12%	58
2022 Q4	$783K	Buy	+24,237	New	+$751K	0.12%	53
2020 Q4	–	Sell	-15,113	Closed	-$510K	–	81
2020 Q3	$510K	Hold	15,113	–	–	0.1%	44
2020 Q2	$501K	Sell	15,113 -3,931	-21%	-$127K	0.1%	42
2020 Q1	$583K	Buy	19,044 +662	+4%	+$24.5K	0.14%	36
2019 Q4	$739K	Buy	+18,382	New	+$732K	0.14%	42

Other funds holding DWX

EWM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Heartwood Wealth Advisors's DWX Position: Q2 2026 in Review

Heartwood Wealth Advisors held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q2 2026 at 24,906 shares worth $1.14M. The position accounts for 0.09% of the portfolio, ranked #100.

Heartwood Wealth Advisors first reported a position in DWX in Q4 2019 and has held it in 19 quarters since. 26 funds tracked by Wall St. Rank hold DWX as of Q2 2026.

Heartwood Wealth Advisors held 24,906 shares of State Street SPDR S&P International Dividend ETF worth $1.14M as of Q2 2026.
Heartwood Wealth Advisors left its State Street SPDR S&P International Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P International Dividend ETF made up 0.09% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Heartwood Wealth Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2019 and has held it in 19 quarters since.
26 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.