Novak & Powell Financial Services’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Novak & Powell Financial Services’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 Q2	$933K	Buy	20,292 +292	+1%	+$13.6K	0.44%	49
2026 Q1	$912K	Buy	20,000 +95	+0.5%	+$4.36K	0.49%	48
2025 Q4	$875K	Buy	19,905 +297	+2%	+$12.8K	0.46%	47
2025 Q3	$837K	Buy	19,608 +186	+1%	+$7.92K	0.44%	50
2025 Q2	$819K	Buy	19,422 +277	+1%	+$11.3K	0.57%	38
2025 Q1	$734K	Buy	19,145 +98	+0.5%	+$3.58K	0.46%	53
2024 Q4	$666K	Buy	19,047 +133	+0.7%	+$4.86K	0.4%	57
2024 Q3	$726K	Buy	18,914 +221	+1%	+$8.18K	0.42%	56
2024 Q2	$644K	Buy	18,693 +283	+2%	+$9.87K	0.4%	57
2024 Q1	$647K	Buy	18,410 +79	+0.4%	+$2.77K	0.48%	52
2023 Q4	$652K	Buy	+18,331	New	+$618K	0.43%	57

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

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

Novak & Powell Financial Services's DWX Position: Q2 2026 in Review

Novak & Powell Financial Services increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 1.5% in Q2 2026, buying an estimated $13.6K and bringing the position to 20,292 shares worth $933K. The position accounts for 0.44% of the portfolio, ranked #49.

Novak & Powell Financial Services first reported a position in DWX in Q4 2023 and has held it in 11 quarters since. 139 funds tracked by Wall St. Rank hold DWX as of Q2 2026.

Novak & Powell Financial Services held 20,292 shares of State Street SPDR S&P International Dividend ETF worth $933K as of Q2 2026.
Novak & Powell Financial Services bought 292 State Street SPDR S&P International Dividend ETF shares in Q2 2026, an estimated $13.6K.
State Street SPDR S&P International Dividend ETF made up 0.44% of Novak & Powell Financial Services's portfolio in Q2 2026, its #49 holding.
Novak & Powell Financial Services first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2023 and has held it in 11 quarters since.
139 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.