NRI
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NFP Retirement Inc’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

NFP Retirement Inc’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
Q3 		– Sell
-5,105
Closed -$215K – 306
2025
Q2 		$215K Buy
+5,105
New +$208K 0.01% 279
2023
Q2 		– Sell
-6,255
Closed -$214K – 232
2023
Q1 		$214K Buy
6,255
+2
+0% +$68 0.04% 221
2022
Q4 		$202K Buy
+6,253
New +$194K 0.04% 226
2022
Q3 		– Sell
-6,291
Closed -$216K – 223
2022
Q2 		$216K Sell
6,291
-2,639
-30% -$97.4K 0.05% 212
2022
Q1 		$346K Sell
8,930
-4,948
-36% -$191K 0.08% 165
2021
Q4 		$540K Sell
13,878
-3,010
-18% -$116K 0.19% 82
2021
Q3 		$641K Sell
16,888
-147
-0.9% -$5.85K 0.26% 64
2021
Q2 		$671K Sell
17,035
-86
-0.5% -$3.42K 0.26% 64
2021
Q1 		$653K Buy
17,121
+70
+0.4% +$2.61K 0.28% 59
2020
Q4 		$623K Buy
17,051
+1,478
+9% +$52K 0.39% 57
2020
Q3 		$525K Buy
15,573
+1,267
+9% +$43.6K 0.35% 60
2020
Q2 		$474K Buy
14,306
+1,022
+8% +$32.9K 0.35% 56
2020
Q1 		$407K Buy
13,284
+2,296
+21% +$85.1K 0.4% 50
2019
Q4 		$441K Buy
+10,988
New +$437K 0.41% 51

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFP Retirement Inc's DWX Position: Q3 2025 in Review

NFP Retirement Inc sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2025, closing a stake of 5,105 shares — an estimated $215K sold.

NFP Retirement Inc first reported a position in DWX in Q4 2019 and held it in 14 quarters. The position peaked at $671K in Q2 2021. 140 funds tracked by Wall St. Rank hold DWX as of Q3 2025.

  • NFP Retirement Inc reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 5,105 State Street SPDR S&P International Dividend ETF shares in Q3 2025, an estimated $215K.
  • NFP Retirement Inc first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2019 and held it in 14 quarters.
  • NFP Retirement Inc's State Street SPDR S&P International Dividend ETF position peaked at $671K in Q2 2021.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2025.

Based on NFP Retirement Inc's 13F filing for Q3 2025, filed 14 Nov 2025.