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PFG Investments’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

PFG Investments’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 		$449K Sell
9,843
-161
-2% -$7.39K 0.02% 655
2025
Q4 		$440K Sell
10,004
-917
-8% -$39.6K 0.02% 621
2025
Q3 		$466K Buy
10,921
+96
+0.9% +$4.09K 0.02% 570
2025
Q2 		$456K Buy
10,825
+151
+1% +$6.16K 0.03% 562
2025
Q1 		$409K Buy
10,674
+282
+3% +$10.3K 0.03% 574
2024
Q4 		$363K Sell
10,392
-553
-5% -$20.2K 0.02% 626
2024
Q3 		$420K Sell
10,945
-196
-2% -$7.25K 0.03% 566
2024
Q2 		$384K Buy
11,141
+264
+2% +$9.21K 0.03% 552
2024
Q1 		$382K Buy
10,877
+175
+2% +$6.13K 0.02% 639
2023
Q4 		$380K Sell
10,702
-654
-6% -$22.1K 0.07% 305
2023
Q3 		$374K Buy
11,356
+110
+1% +$3.78K 0.07% 305
2023
Q2 		$387K Buy
11,246
+379
+3% +$13.2K 0.07% 316
2023
Q1 		$373K Buy
+10,867
New +$369K 0.08% 299

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $4.39B AUM 26.6% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return