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Sunbelt Securities’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Sunbelt Securities’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 		$27.4K Hold
600
– – ﹤0.01% 1201
2025
Q4 		$26.4K Hold
600
– – ﹤0.01% 1176
2025
Q3 		$25.6K Hold
600
– – ﹤0.01% 1193
2025
Q2 		$21K Hold
600
– – ﹤0.01% 1163
2025
Q1 		$23K Hold
600
– – ﹤0.01% 1092
2024
Q4 		$20.9K Hold
600
– – ﹤0.01% 1161
2024
Q3 		$23K Hold
600
– – ﹤0.01% 1138
2024
Q2 		$20.7K Hold
600
– – ﹤0.01% 1130
2024
Q1 		$21.1K Hold
600
– – ﹤0.01% 1082
2023
Q4 		$21.3K Hold
600
– – ﹤0.01% 1015
2023
Q3 		$19.7K Hold
600
– – ﹤0.01% 1018
2023
Q2 		$20.6K Hold
600
– – ﹤0.01% 1012
2023
Q1 		$20.6K Buy
+600
New +$20.4K ﹤0.01% 954

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