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

Transform Wealth’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
Q1 		$353K Hold
9,193
– – 0.02% 199
2024
Q4 		$321K Buy
+9,193
New +$336K 0.02% 212

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 $666B AUM 30.12% 1-Year Est. Return
CRFG
Columbia River Financial Group Vancouver, Washington $172M AUM 13.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Transform Wealth's DWX Position: Q1 2025 in Review

Transform Wealth held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q1 2025 at 9,193 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #199.

Transform Wealth first reported a position in DWX in Q4 2024 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold DWX as of Q1 2025.

  • Transform Wealth held 9,193 shares of State Street SPDR S&P International Dividend ETF worth $353K as of Q1 2025.
  • Transform Wealth left its State Street SPDR S&P International Dividend ETF share count unchanged in Q1 2025.
  • State Street SPDR S&P International Dividend ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #199 holding.
  • Transform Wealth first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2024 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.