Creative Planning’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $453K | Buy |
9,934
+1,146
| +13% | +$52.6K | ﹤0.01% | 3099 |
|
|
2025
Q4 | $386K | Buy |
8,788
+277
| +3% | +$12K | ﹤0.01% | 3053 |
|
|
2025
Q3 | $363K | Buy |
+8,511
| New | +$362K | ﹤0.01% | 2999 |
|
|
2024
Q4 | – | Sell |
-7,802
| Closed | -$300K | – | 3615 |
|
|
2024
Q3 | $300K | Sell |
7,802
-1,007
| -11% | -$37.3K | ﹤0.01% | 2520 |
|
|
2024
Q2 | $303K | Buy |
8,809
+2,830
| +47% | +$98.7K | ﹤0.01% | 2338 |
|
|
2024
Q1 | $210K | Hold |
5,979
| – | – | ﹤0.01% | 2528 |
|
|
2023
Q4 | $213K | Buy |
+5,979
| New | +$202K | ﹤0.01% | 2373 |
|
|
2023
Q3 | – | Sell |
-7,783
| Closed | -$268K | – | 2944 |
|
|
2023
Q2 | $268K | Buy |
7,783
+1,934
| +33% | +$67.6K | ﹤0.01% | 1998 |
|
|
2023
Q1 | $201K | Buy |
5,849
+5,799
| +11,598% | +$197K | ﹤0.01% | 2127 |
|
|
2022
Q4 | $1.62K | Buy |
+50
| New | +$1.55K | ﹤0.01% | 2435 |
|
|
2022
Q3 | – | Sell |
-6,214
| Closed | -$213K | – | 2355 |
|
|
2022
Q2 | $213K | Buy |
6,214
+585
| +10% | +$21.6K | ﹤0.01% | 1838 |
|
|
2022
Q1 | $218K | Buy |
+5,629
| New | +$217K | ﹤0.01% | 1838 |
|
|
2020
Q4 | – | Sell |
-6,400
| Closed | -$216K | – | 2377 |
|
|
2020
Q3 | $216K | Sell |
6,400
-116
| -2% | -$3.99K | ﹤0.01% | 1630 |
|
|
2020
Q2 | $216K | Sell |
6,516
-811
| -11% | -$26.1K | ﹤0.01% | 1485 |
|
|
2020
Q1 | $224K | Sell |
7,327
-391
| -5% | -$14.5K | ﹤0.01% | 1338 |
|
|
2019
Q4 | $310K | Buy |
7,718
+391
| +5% | +$15.6K | ﹤0.01% | 1387 |
|
|
2019
Q3 | $285K | Sell |
7,327
-468
| -6% | -$18.2K | ﹤0.01% | 1395 |
|
|
2019
Q2 | $307K | Buy |
7,795
+1,213
| +18% | +$46.9K | ﹤0.01% | 1351 |
|
|
2019
Q1 | $250K | Sell |
6,582
-310
| -4% | -$11.5K | ﹤0.01% | 1442 |
|
|
2018
Q4 | $241K | Sell |
6,892
-1,569
| -19% | -$56.6K | ﹤0.01% | 1366 |
|
|
2018
Q3 | $321K | Buy |
8,461
+1,591
| +23% | +$61.3K | ﹤0.01% | 1358 |
|
|
2018
Q2 | $263K | Sell |
6,870
-10,704
| -61% | -$424K | ﹤0.01% | 1446 |
|
|
2018
Q1 | $704K | Sell |
17,574
-398
| -2% | -$16.3K | ﹤0.01% | 912 |
|
|
2017
Q4 | $741K | Sell |
17,972
-1,180
| -6% | -$47.9K | ﹤0.01% | 864 |
|
|
2017
Q3 | $773K | Buy |
19,152
+2,638
| +16% | +$106K | ﹤0.01% | 829 |
|
|
2017
Q2 | $646K | Buy |
16,514
+414
| +3% | +$16.2K | ﹤0.01% | 888 |
|
|
2017
Q1 | $613K | Sell |
16,100
-1,084
| -6% | -$40.5K | ﹤0.01% | 884 |
|
|
2016
Q4 | $620K | Hold |
17,184
| – | – | ﹤0.01% | 823 |
|
|
2016
Q3 | $632K | Buy |
17,184
+15,494
| +917% | +$565K | ﹤0.01% | 773 |
|
|
2016
Q2 | $59K | Buy |
1,690
+551
| +48% | +$19.5K | ﹤0.01% | 2019 |
|
|
2016
Q1 | $40K | Hold |
1,139
| – | – | ﹤0.01% | 2252 |
|
|
2015
Q4 | $38K | Sell |
1,139
-28,722
| -96% | -$1.01M | ﹤0.01% | 2340 |
|
|
2015
Q3 | $1.01M | Sell |
29,861
-450
| -1% | -$16.8K | 0.01% | 472 |
|
|
2015
Q2 | $1.26M | Buy |
30,311
+342
| +1% | +$15.1K | 0.01% | 409 |
|
|
2015
Q1 | $1.26M | Buy |
29,969
+28,603
| +2,094% | +$1.22M | 0.01% | 396 |
|
|
2014
Q4 | $57K | Buy |
1,366
+171
| +14% | +$7.6K | ﹤0.01% | 1912 |
|
|
2014
Q3 | $55K | Buy |
1,195
+116
| +11% | +$5.77K | ﹤0.01% | 1856 |
|
|
2014
Q2 | $55K | Sell |
1,079
-110
| -9% | -$5.57K | ﹤0.01% | 1819 |
|
|
2014
Q1 | $58K | Buy |
1,189
+531
| +81% | +$24.9K | ﹤0.01% | 1711 |
|
|
2013
Q4 | $31K | Hold |
658
| – | – | ﹤0.01% | 1925 |
|
|
2013
Q3 | $31K | Sell |
658
-450
| -41% | -$20.4K | ﹤0.01% | 1825 |
|
|
2013
Q2 | $48K | Buy |
+1,108
| New | +$53.3K | ﹤0.01% | 1401 |
|
Other funds holding DWX
CRFG
BAAM
CWP
CAMV
EWM
