PFM
DWX icon

Phillips Financial Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Phillips Financial Management’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
2023
Q2 		– Sell
-316
Closed -$10.8K – 237
2023
Q1 		$10.8K Hold
316
– – ﹤0.01% 222
2022
Q4 		$10.2K Hold
316
– – ﹤0.01% 211
2022
Q3 		$9K Buy
+316
New +$10.5K ﹤0.01% 207

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Phillips Financial Management's DWX Position: Q2 2023 in Review

Phillips Financial Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2023, closing a stake of 316 shares — an estimated $10.8K sold.

Phillips Financial Management first reported a position in DWX in Q3 2022 and held it in 3 quarters. The position peaked at $10.8K in Q1 2023. 136 funds tracked by Wall St. Rank hold DWX as of Q2 2023.

  • Phillips Financial Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Phillips Financial Management sold 316 State Street SPDR S&P International Dividend ETF shares in Q2 2023, an estimated $10.8K.
  • Phillips Financial Management first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2022 and held it in 3 quarters.
  • Phillips Financial Management's State Street SPDR S&P International Dividend ETF position peaked at $10.8K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2023.

Based on Phillips Financial Management's 13F filing for Q2 2023, filed 11 Aug 2023.