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Wealthspire Advisors (New York)’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Wealthspire Advisors (New York)’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
-750
Closed -$32K – 1528
2025
Q3 		$32K Buy
+750
New +$31.9K ﹤0.01% 1423

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s DWX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2025, closing a stake of 750 shares — an estimated $32K sold.

Wealthspire Advisors (New York) first reported a position in DWX in Q3 2025 and held it in 1 quarter. The position peaked at $32K in Q3 2025. 138 funds tracked by Wall St. Rank hold DWX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 750 State Street SPDR S&P International Dividend ETF shares in Q4 2025, an estimated $32K.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s State Street SPDR S&P International Dividend ETF position peaked at $32K 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 Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.