Legacy Capital Group California’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Legacy Capital Group California’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	–	Sell	-7,868	Closed	-$346K	–	305
2025 Q4	$346K	Buy	7,868 +722	+10%	+$31.2K	0.08%	274
2025 Q3	$305K	Buy	7,146 +1,756	+33%	+$74.7K	0.08%	290
2025 Q2	$227K	Buy	+5,390	New	+$220K	0.06%	308

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Legacy Capital Group California's DWX Position: Q1 2026 in Review

Legacy Capital Group California sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2026, closing a stake of 7,868 shares — an estimated $346K sold.

Legacy Capital Group California first reported a position in DWX in Q2 2025 and held it in 3 quarters. The position peaked at $346K in Q4 2025. 137 funds tracked by Wall St. Rank hold DWX as of Q1 2026.

Legacy Capital Group California reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2026 after selling out during the quarter.
Legacy Capital Group California sold 7,868 State Street SPDR S&P International Dividend ETF shares in Q1 2026, an estimated $346K.
Legacy Capital Group California first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2025 and held it in 3 quarters.
Legacy Capital Group California's State Street SPDR S&P International Dividend ETF position peaked at $346K in Q4 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.