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 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 $1.66T 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 $5.28B AUM 39.19% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 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 $377B AUM 19.32% 1-Year Est. Return

Novak & Powell Financial Services's DWX Position: Q1 2026 in Review

Novak & Powell Financial Services increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 0.48% in Q1 2026, buying an estimated $4.36K and bringing the position to 20,000 shares worth $912K. The position accounts for 0.49% of the portfolio, ranked #48.

Novak & Powell Financial Services first reported a position in DWX in Q4 2023 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold DWX as of Q1 2026.

Novak & Powell Financial Services held 20,000 shares of State Street SPDR S&P International Dividend ETF worth $912K as of Q1 2026.
Novak & Powell Financial Services bought 95 State Street SPDR S&P International Dividend ETF shares in Q1 2026, an estimated $4.36K.
State Street SPDR S&P International Dividend ETF made up 0.49% of Novak & Powell Financial Services's portfolio in Q1 2026, its #48 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 10 quarters since.
137 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.