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Oarsman Capital’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Oarsman Capital’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
-310
Closed -$10.8K – 411
2024
Q4 		$10.8K Hold
310
– – ﹤0.01% 686
2024
Q3 		$11.9K Buy
+310
New +$11.5K ﹤0.01% 677
2017
Q4 		– Sell
-5,994
Closed -$242K – 190
2017
Q3 		$242K Buy
5,994
+166
+3% +$6.69K 0.1% 161
2017
Q2 		$228K Sell
5,828
-576
-9% -$22.5K 0.1% 167
2017
Q1 		$244K Buy
6,404
+10
+0.2% +$373 0.11% 164
2016
Q4 		$231K Sell
6,394
-300
-4% -$10.8K 0.15% 140
2016
Q3 		$246K Sell
6,694
-770
-10% -$28.1K 0.13% 158
2016
Q2 		$263K Buy
7,464
+25
+0.3% +$883 0.14% 159
2016
Q1 		$261K Buy
7,439
+60
+0.8% +$1.94K 0.14% 157
2015
Q4 		$246K Buy
7,379
+674
+10% +$23.7K 0.14% 157
2015
Q3 		$228K Buy
6,705
+100
+2% +$3.74K 0.13% 160
2015
Q2 		$274K Buy
6,605
+92
+1% +$4.07K 0.19% 140
2015
Q1 		$273K Buy
6,513
+1,432
+28% +$61.3K 0.19% 136
2014
Q4 		$214K Sell
5,081
-1,779
-26% -$79.1K 0.15% 151
2014
Q3 		$317K Buy
6,860
+180
+3% +$8.96K 0.23% 126
2014
Q2 		$343K Buy
6,680
+758
+13% +$38.4K 0.25% 125
2014
Q1 		$288K Buy
5,922
+232
+4% +$10.9K 0.22% 126
2013
Q4 		$270K Buy
5,690
+275
+5% +$13K 0.22% 126
2013
Q3 		$253K Buy
5,415
+345
+7% +$15.7K 0.22% 123
2013
Q2 		$221K Buy
+5,070
New +$244K 0.21% 125

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oarsman Capital's DWX Position: Q1 2025 in Review

Oarsman Capital sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2025, closing a stake of 310 shares — an estimated $10.8K sold.

Oarsman Capital first reported a position in DWX in Q2 2013 and held it in 20 quarters. The position peaked at $343K in Q2 2014. 128 funds tracked by Wall St. Rank hold DWX as of Q1 2025.

  • Oarsman Capital reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 310 State Street SPDR S&P International Dividend ETF shares in Q1 2025, an estimated $10.8K.
  • Oarsman Capital first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and held it in 20 quarters.
  • Oarsman Capital's State Street SPDR S&P International Dividend ETF position peaked at $343K in Q2 2014.
  • 128 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.