Note Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Note Advisors’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	-6,349	Closed	-$222K	–	76
2024 Q4	$222K	Buy	+6,349	New	+$232K	0.2%	69

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

CRFG

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

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

EWM

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return

CWP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Note Advisors's DWX Position: Q1 2025 in Review

Note Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2025, closing a stake of 6,349 shares — an estimated $222K sold.

Note Advisors first reported a position in DWX in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 128 funds tracked by Wall St. Rank hold DWX as of Q1 2025.

Note Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2025 after selling out during the quarter.
Note Advisors sold 6,349 State Street SPDR S&P International Dividend ETF shares in Q1 2025, an estimated $222K.
Note Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2024 and held it in 1 quarter.
Note Advisors's State Street SPDR S&P International Dividend ETF position peaked at $222K 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 Note Advisors's 13F filing for Q1 2025, filed 14 May 2025.