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Integrated Wealth Concepts’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Integrated Wealth Concepts’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
Q2 		$891K Buy
19,394
+9,742
+101% +$453K ﹤0.01% 1406
2026
Q1 		$440K Buy
9,652
+14
+0.1% +$642 ﹤0.01% 1616
2025
Q4 		$423K Buy
9,638
+46
+0.5% +$1.99K 0.01% 1168
2025
Q3 		$410K Buy
9,592
+29
+0.3% +$1.23K ﹤0.01% 1458
2025
Q2 		$403K Buy
9,563
+46
+0.5% +$1.88K ﹤0.01% 1393
2025
Q1 		$365K Buy
9,517
+16
+0.2% +$584 ﹤0.01% 1298
2024
Q4 		$332K Buy
9,501
+22
+0.2% +$803 ﹤0.01% 1311
2024
Q3 		$364K Buy
9,479
+36
+0.4% +$1.33K ﹤0.01% 1228
2024
Q2 		$325K Buy
9,443
+48
+0.5% +$1.67K ﹤0.01% 1275
2024
Q1 		$330K Buy
9,395
+356
+4% +$12.5K ﹤0.01% 1267
2023
Q4 		$321K Buy
9,039
+4
+0% +$135 0.01% 1229
2023
Q3 		$297K Sell
9,035
-839
-8% -$28.8K 0.01% 1233
2023
Q2 		$340K Sell
9,874
-442
-4% -$15.4K 0.01% 1166
2023
Q1 		$354K Buy
10,316
+10
+0.1% +$339 0.01% 980
2022
Q4 		$333K Buy
+10,306
New +$320K 0.01% 783

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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

Integrated Wealth Concepts's DWX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 101% in Q2 2026, buying an estimated $453K and bringing the position to 19,394 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Integrated Wealth Concepts first reported a position in DWX in Q4 2022 and has held it in 15 quarters since. 138 funds tracked by Wall St. Rank hold DWX as of Q2 2026.

  • Integrated Wealth Concepts held 19,394 shares of State Street SPDR S&P International Dividend ETF worth $891K as of Q2 2026.
  • Integrated Wealth Concepts bought 9,742 State Street SPDR S&P International Dividend ETF shares in Q2 2026, an estimated $453K.
  • State Street SPDR S&P International Dividend ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1406 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.