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

Mascoma Wealth Management’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 Q1	–	Sell	-110	Closed	-$3.85K	–	509
2024 Q4	$3.85K	Buy	+110	New	+$4.02K	﹤0.01%	426

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

CRFG

Columbia River Financial Group Vancouver, Washington $186M AUM 15.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mascoma Wealth Management's DWX Position: Q1 2025 in Review

Mascoma Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2025, closing a stake of 110 shares — an estimated $3.85K sold.

Mascoma Wealth Management first reported a position in DWX in Q4 2024 and held it in 1 quarter. The position peaked at $3.85K in Q4 2024. 128 funds tracked by Wall St. Rank hold DWX as of Q1 2025.

Mascoma Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2025 after selling out during the quarter.
Mascoma Wealth Management sold 110 State Street SPDR S&P International Dividend ETF shares in Q1 2025, an estimated $3.85K.
Mascoma Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2024 and held it in 1 quarter.
Mascoma Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $3.85K in Q4 2024.
128 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.