SIMA Wealth Partners’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

SIMA Wealth Partners’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 Q4	–	Sell	-155	Closed	-$6.62K	–	137
2025 Q3	$6.62K	Buy	+155	New	+$6.6K	0.01%	130

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $4.43B 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 $6.85B AUM 30.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIMA Wealth Partners's DWX Position: Q4 2025 in Review

SIMA Wealth Partners sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2025, closing a stake of 155 shares — an estimated $6.62K sold.

SIMA Wealth Partners first reported a position in DWX in Q3 2025 and held it in 1 quarter. The position peaked at $6.62K in Q3 2025. 138 funds tracked by Wall St. Rank hold DWX as of Q4 2025.

SIMA Wealth Partners reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 155 State Street SPDR S&P International Dividend ETF shares in Q4 2025, an estimated $6.62K.
SIMA Wealth Partners first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's State Street SPDR S&P International Dividend ETF position peaked at $6.62K in Q3 2025.
138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.