Red Tortoise LLC’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Red Tortoise LLC’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	$2.23M	Buy	48,930 +232	+0.5%	+$10.6K	0.93%	26
2025 Q4	$2.14M	Buy	48,698 +726	+2%	+$31.4K	0.91%	26
2025 Q3	$2.05M	Buy	47,972 +464	+1%	+$19.8K	0.89%	29
2025 Q2	$2M	Buy	+47,508	New	+$1.94M	0.97%	28

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

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 $445B AUM 25.58% 1-Year Est. Return

Red Tortoise LLC's DWX Position: Q1 2026 in Review

Red Tortoise LLC increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 0.48% in Q1 2026, buying an estimated $10.6K and bringing the position to 48,930 shares worth $2.23M. The position accounts for 0.93% of the portfolio, ranked #26.

Red Tortoise LLC first reported a position in DWX in Q2 2025 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold DWX as of Q1 2026.

Red Tortoise LLC held 48,930 shares of State Street SPDR S&P International Dividend ETF worth $2.23M as of Q1 2026.
Red Tortoise LLC bought 232 State Street SPDR S&P International Dividend ETF shares in Q1 2026, an estimated $10.6K.
State Street SPDR S&P International Dividend ETF made up 0.93% of Red Tortoise LLC's portfolio in Q1 2026, its #26 holding.
Red Tortoise LLC first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2025 and has held it in 4 quarters since.
137 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.