Kovitz Investment Group Partners’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-9,193	Closed	-$393K	–	681
2025 Q3	$393K	Hold	9,193	–	–	﹤0.01%	1113
2025 Q2	$387K	Buy	+9,193	New	+$375K	﹤0.01%	1063

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kovitz Investment Group Partners's DWX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2025, closing a stake of 9,193 shares — an estimated $393K sold.

Kovitz Investment Group Partners first reported a position in DWX in Q2 2025 and held it in 2 quarters. The position peaked at $393K in Q3 2025. 138 funds tracked by Wall St. Rank hold DWX as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 9,193 State Street SPDR S&P International Dividend ETF shares in Q4 2025, an estimated $393K.
Kovitz Investment Group Partners first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2025 and held it in 2 quarters.
Kovitz Investment Group Partners's State Street SPDR S&P International Dividend ETF position peaked at $393K in Q3 2025.
138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.