UMB Bank’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

UMB Bank’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	-250	Closed	-$10.7K	–	2297
2025 Q3	$10.7K	Hold	250	–	–	﹤0.01%	1652
2025 Q2	$10.5K	Hold	250	–	–	﹤0.01%	1587
2025 Q1	$9.59K	Hold	250	–	–	﹤0.01%	1564
2024 Q4	$8.74K	Hold	250	–	–	﹤0.01%	1510
2024 Q3	$9.6K	Hold	250	–	–	﹤0.01%	1503
2024 Q2	$8.61K	Sell	250 -250	-50%	-$8.72K	﹤0.01%	1298
2024 Q1	$17.6K	Hold	500	–	–	﹤0.01%	1124
2023 Q4	$17.8K	Hold	500	–	–	﹤0.01%	1098
2023 Q3	$16.4K	Hold	500	–	–	﹤0.01%	1133
2023 Q2	$17.2K	Hold	500	–	–	﹤0.01%	1122
2023 Q1	$17.1K	Hold	500	–	–	﹤0.01%	1123
2022 Q4	$16K	Hold	500	–	–	﹤0.01%	1157
2022 Q3	$14K	Hold	500	–	–	﹤0.01%	1210
2022 Q2	$17K	Hold	500	–	–	﹤0.01%	1232
2022 Q1	$19K	Hold	500	–	–	﹤0.01%	1268
2021 Q4	$19K	Buy	+500	New	+$19.3K	﹤0.01%	1286

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

UMB Bank's DWX Position: Q4 2025 in Review

UMB Bank sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2025, closing a stake of 250 shares — an estimated $10.7K sold.

UMB Bank first reported a position in DWX in Q4 2021 and held it in 16 quarters. The position peaked at $19K in Q1 2022. 138 funds tracked by Wall St. Rank hold DWX as of Q4 2025.

UMB Bank reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2025 after selling out during the quarter.
UMB Bank sold 250 State Street SPDR S&P International Dividend ETF shares in Q4 2025, an estimated $10.7K.
UMB Bank first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2021 and held it in 16 quarters.
UMB Bank's State Street SPDR S&P International Dividend ETF position peaked at $19K in Q1 2022.
138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2025.

Based on UMB Bank's 13F filing for Q4 2025, filed 13 Feb 2026.