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

NewSquare Capital’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
2025 Q3	–	Sell	-1	Closed	-$42	–	468
2025 Q2	$42	Hold	1	–	–	﹤0.01%	1286
2025 Q1	$38	Hold	1	–	–	﹤0.01%	1148
2024 Q4	$35	Hold	1	–	–	﹤0.01%	904
2024 Q3	$38	Hold	1	–	–	﹤0.01%	321
2024 Q2	$34	Hold	1	–	–	﹤0.01%	336
2024 Q1	$35	Hold	1	–	–	﹤0.01%	425
2023 Q4	$36	Sell	1 -2	-67%	-$67	﹤0.01%	480
2023 Q3	$99	Hold	3	–	–	﹤0.01%	567
2023 Q2	$103	Hold	3	–	–	﹤0.01%	792
2023 Q1	$103	Hold	3	–	–	﹤0.01%	824
2022 Q4	$97	Sell	3 -50	-94%	-$1.55K	﹤0.01%	771
2022 Q3	$2K	Hold	53	–	–	﹤0.01%	346
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	324
2022 Q1	$2K	Hold	53	–	–	﹤0.01%	341
2021 Q4	$2K	Hold	53	–	–	﹤0.01%	343
2021 Q3	$2K	Hold	53	–	–	﹤0.01%	336
2021 Q2	$2K	Hold	53	–	–	﹤0.01%	327
2021 Q1	$2K	Hold	53	–	–	﹤0.01%	305
2020 Q4	$2K	Hold	53	–	–	﹤0.01%	311
2020 Q3	$2K	Hold	53	–	–	﹤0.01%	297
2020 Q2	$2K	Hold	53	–	–	﹤0.01%	313
2020 Q1	$2K	Hold	53	–	–	﹤0.01%	314
2019 Q4	$2K	Hold	53	–	–	﹤0.01%	281
2019 Q3	$2K	Buy	53 +3	+6%	+$116	﹤0.01%	252
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	326
2019 Q1	$2K	Sell	50 -50	-50%	-$1.86K	﹤0.01%	301
2018 Q4	$3K	Buy	+100	New	+$3.6K	﹤0.01%	287

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewSquare Capital's DWX Position: Q3 2025 in Review

NewSquare Capital sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2025, closing a stake of 1 share — an estimated $42 sold.

NewSquare Capital first reported a position in DWX in Q4 2018 and held it in 27 quarters. The position peaked at $3K in Q4 2018. 140 funds tracked by Wall St. Rank hold DWX as of Q3 2025.

NewSquare Capital reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 1 State Street SPDR S&P International Dividend ETF share in Q3 2025, an estimated $42.
NewSquare Capital first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2018 and held it in 27 quarters.
NewSquare Capital's State Street SPDR S&P International Dividend ETF position peaked at $3K in Q4 2018.
140 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.