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Fiduciary Planning’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Fiduciary Planning’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
2020
Q2 		– Sell
-10,569
Closed -$324K – 36
2020
Q1 		$324K Sell
10,569
-4,293
-29% -$159K 0.61% 31
2019
Q4 		$599K Buy
+14,862
New +$592K 0.55% 30

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fiduciary Planning's DWX Position: Q2 2020 in Review

Fiduciary Planning sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2020, closing a stake of 10,569 shares — an estimated $324K sold.

Fiduciary Planning first reported a position in DWX in Q4 2019 and held it in 2 quarters. The position peaked at $599K in Q4 2019. 127 funds tracked by Wall St. Rank hold DWX as of Q2 2020.

  • Fiduciary Planning reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Fiduciary Planning sold 10,569 State Street SPDR S&P International Dividend ETF shares in Q2 2020, an estimated $324K.
  • Fiduciary Planning first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2019 and held it in 2 quarters.
  • Fiduciary Planning's State Street SPDR S&P International Dividend ETF position peaked at $599K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2020.

Based on Fiduciary Planning's 13F filing for Q2 2020, filed 24 Aug 2020.