Wood Tarver Financial Group’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Wood Tarver Financial Group’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	–	Sell	-4,879	Closed	-$214K	–	157
2025 Q4	$214K	Sell	4,879 -502	-9%	-$21.7K	0.06%	148
2025 Q3	$229K	Hold	5,381	–	–	0.07%	143
2025 Q2	$226K	Sell	5,381 -123	-2%	-$5.02K	0.07%	133
2025 Q1	$211K	Sell	5,504 -1,210	-18%	-$44.2K	0.07%	126
2024 Q4	$234K	Buy	+6,714	New	+$245K	0.08%	122

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Wood Tarver Financial Group's DWX Position: Q1 2026 in Review

Wood Tarver Financial Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2026, closing a stake of 4,879 shares — an estimated $214K sold.

Wood Tarver Financial Group first reported a position in DWX in Q4 2024 and held it in 5 quarters. The position peaked at $234K in Q4 2024. 137 funds tracked by Wall St. Rank hold DWX as of Q1 2026.

Wood Tarver Financial Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2026 after selling out during the quarter.
Wood Tarver Financial Group sold 4,879 State Street SPDR S&P International Dividend ETF shares in Q1 2026, an estimated $214K.
Wood Tarver Financial Group first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2024 and held it in 5 quarters.
Wood Tarver Financial Group's State Street SPDR S&P International Dividend ETF position peaked at $234K in Q4 2024.
137 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.