Park Square Financial Group’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Park Square Financial Group’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 Q2	–	Sell	-25	Closed	-$959	–	1018
2025 Q1	$959	Hold	25	–	–	﹤0.01%	905
2024 Q4	$874	Buy	+25	New	+$913	﹤0.01%	897

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

EWM

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

Park Square Financial Group's DWX Position: Q2 2025 in Review

Park Square Financial Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2025, closing a stake of 25 shares — an estimated $959 sold.

Park Square Financial Group first reported a position in DWX in Q4 2024 and held it in 2 quarters. The position peaked at $959 in Q1 2025. 140 funds tracked by Wall St. Rank hold DWX as of Q2 2025.

Park Square Financial Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2025 after selling out during the quarter.
Park Square Financial Group sold 25 State Street SPDR S&P International Dividend ETF shares in Q2 2025, an estimated $959.
Park Square Financial Group first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2024 and held it in 2 quarters.
Park Square Financial Group's State Street SPDR S&P International Dividend ETF position peaked at $959 in Q1 2025.
140 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2025.

Based on Park Square Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.