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

Larson Financial Group’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	$140K	Buy	3,078 +14	+0.5%	+$642	﹤0.01%	842
2025 Q4	$135K	Buy	3,064 +46	+2%	+$1.99K	﹤0.01%	824
2025 Q3	$129K	Buy	3,018 +29	+1%	+$1.23K	﹤0.01%	809
2025 Q2	$126K	Buy	2,989 +46	+2%	+$1.88K	0.01%	772
2025 Q1	$113K	Buy	2,943 +17	+0.6%	+$621	0.01%	765
2024 Q4	$102K	Buy	2,926 +22	+0.8%	+$803	0.01%	724
2024 Q3	$112K	Sell	2,904 -13	-0.4%	-$481	0.01%	705
2024 Q2	$100K	Buy	+2,917	New	+$102K	0.01%	648
2023 Q2	–	Sell	-137	Closed	-$4.7K	–	1584
2023 Q1	$4.7K	Sell	137 -87	-39%	-$2.95K	﹤0.01%	1101
2022 Q4	$7.24K	Hold	224	–	–	﹤0.01%	951
2022 Q3	$6K	Hold	224	–	–	﹤0.01%	913
2022 Q2	$8K	Hold	224	–	–	﹤0.01%	773
2022 Q1	$9K	Hold	224	–	–	﹤0.01%	675
2021 Q4	$9K	Hold	224	–	–	﹤0.01%	704
2021 Q3	$9K	Hold	224	–	–	﹤0.01%	608
2021 Q2	$9K	Hold	224	–	–	﹤0.01%	573
2021 Q1	$9K	Hold	224	–	–	﹤0.01%	566
2020 Q4	$8K	Hold	224	–	–	﹤0.01%	522
2020 Q3	$8K	Sell	224 -156	-41%	-$5.37K	﹤0.01%	467
2020 Q2	$13K	Hold	380	–	–	0.01%	341
2020 Q1	$12K	Hold	380	–	–	0.01%	264
2019 Q4	$15K	Hold	380	–	–	0.01%	257
2019 Q3	$15K	Buy	+380	New	+$14.7K	0.01%	251

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CRFG

Columbia River Financial Group Vancouver, Washington $172M AUM 13.74% 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 $377B AUM 19.32% 1-Year Est. Return

Larson Financial Group's DWX Position: Q1 2026 in Review

Larson Financial Group increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 0.46% in Q1 2026, buying an estimated $642 and bringing the position to 3,078 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Larson Financial Group first reported a position in DWX in Q3 2019 and has held it in 23 quarters since. 137 funds tracked by Wall St. Rank hold DWX as of Q1 2026.

Larson Financial Group held 3,078 shares of State Street SPDR S&P International Dividend ETF worth $140K as of Q1 2026.
Larson Financial Group bought 14 State Street SPDR S&P International Dividend ETF shares in Q1 2026, an estimated $642.
State Street SPDR S&P International Dividend ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #842 holding.
Larson Financial Group first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2019 and has held it in 23 quarters since.
137 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.