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

MB Generational Wealth’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	$316K	Hold	6,928	–	–	0.17%	53
2025 Q4	$304K	Sell	6,928 -45	-0.6%	-$1.95K	0.16%	55
2025 Q3	$298K	Buy	+6,973	New	+$297K	0.19%	53
2024 Q4	–	Sell	-5,541	Closed	-$213K	–	54
2024 Q3	$213K	Buy	+5,541	New	+$205K	0.15%	54

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 $4.43B AUM 26.6% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 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

MB Generational Wealth's DWX Position: Q1 2026 in Review

MB Generational Wealth held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q1 2026 at 6,928 shares worth $316K. The position accounts for 0.17% of the portfolio, ranked #53.

MB Generational Wealth first reported a position in DWX in Q3 2024 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold DWX as of Q1 2026.

MB Generational Wealth held 6,928 shares of State Street SPDR S&P International Dividend ETF worth $316K as of Q1 2026.
MB Generational Wealth left its State Street SPDR S&P International Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P International Dividend ETF made up 0.17% of MB Generational Wealth's portfolio in Q1 2026, its #53 holding.
MB Generational Wealth first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2024 and has held it in 4 quarters since.
137 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.