Mariner
DWX icon

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

Mariner’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 		$385K Sell
8,440
-693
-8% -$31.8K ﹤0.01% 2679
2025
Q4 		$401K Buy
9,133
+32
+0.4% +$1.38K ﹤0.01% 2611
2025
Q3 		$389K Buy
9,101
+379
+4% +$16.1K ﹤0.01% 2620
2025
Q2 		$368K Sell
8,722
-4,237
-33% -$173K ﹤0.01% 2562
2025
Q1 		$497K Sell
12,959
-15
-0.1% -$548 ﹤0.01% 2210
2024
Q4 		$454K Buy
12,974
+24
+0.2% +$876 ﹤0.01% 2272
2024
Q3 		$497K Buy
12,950
+1,568
+14% +$58K ﹤0.01% 2127
2024
Q2 		$392K Sell
11,382
-811
-7% -$28.3K ﹤0.01% 2240
2024
Q1 		$429K Sell
12,193
-900
-7% -$31.5K ﹤0.01% 2151
2023
Q4 		$465K Sell
13,093
-8,707
-40% -$294K ﹤0.01% 1983
2023
Q3 		$717K Buy
+21,800
New +$750K ﹤0.01% 1531
2017
Q2 		– Sell
-9,800
Closed -$373K – 525
2017
Q1 		$373K Buy
+9,800
New +$366K 0.02% 422
2016
Q4 		– Sell
-220
Closed -$8K – 609
2016
Q3 		$8K Buy
+220
New +$8.02K ﹤0.01% 741

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $4.39B AUM 26.6% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return