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SWP
Stratos Wealth Partners’s
State Street SPDR S&P International Dividend ETF
DWX
Stock Holding History
Stratos 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
Q2
–
Sell
-8,419
Closed
-$323K
–
1434
2025
Q1
$323K
Sell
8,419
-1,241
-13%
-$45.3K
﹤0.01%
1052
2024
Q4
$338K
Buy
+9,660
New
+$353K
﹤0.01%
1098
2023
Q4
–
Sell
-7,295
Closed
-$240K
–
1387
2023
Q3
$240K
Sell
7,295
-2,496
-25%
-$85.8K
0.01%
1100
2023
Q2
$337K
Buy
9,791
+3,822
+64%
+$133K
0.01%
910
2023
Q1
$205K
Sell
5,969
-5,296
-47%
-$180K
0.01%
1035
2022
Q4
$364K
Buy
11,265
+1,163
+12%
+$36.1K
0.01%
829
2022
Q3
$291K
Buy
+10,102
New
+$335K
0.01%
876
2018
Q4
–
Sell
-3,740
Closed
-$142K
–
1229
2018
Q3
$142K
Buy
+3,740
New
+$144K
0.01%
980
2018
Q2
–
Sell
-3,972
Closed
-$159K
–
1366
2018
Q1
$159K
Sell
3,972
-2,603
-40%
-$107K
0.01%
994
2017
Q4
$271K
Buy
6,575
+36
+0.6%
+$1.46K
0.01%
745
2017
Q3
$264K
Buy
+6,539
New
+$263K
0.01%
742
2015
Q4
–
Sell
-6,066
Closed
-$206K
–
600
2015
Q3
$206K
Buy
6,066
+959
+19%
+$35.8K
0.03%
479
2015
Q2
$215K
Sell
5,107
-1,841
-26%
-$81.5K
0.03%
453
2015
Q1
$293K
Buy
+6,948
New
+$297K
0.03%
433
2014
Q4
–
Sell
-4,296
Closed
-$201K
–
513
2014
Q3
$201K
Buy
+4,296
New
+$214K
0.05%
289
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$1.66T AUM
25.57%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
CRFG
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$172M AUM
13.74%
1-Year Est. Return
CAMV
Concord Asset Management (Virginia)
Abingdon, Virginia
$592M AUM
18.59%
1-Year Est. Return
CWP
Concord Wealth Partners
Abingdon, Virginia
$770M AUM
18.25%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.82B AUM
30.02%
1-Year Est. Return
BAAM
Baker Avenue Asset Management
San Francisco, California
$4.39B AUM
26.6%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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