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

Planning Project LLC’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
Q4 		$71.6K Buy
+1,629
New +$70.4K 0.02% 55

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $4.43B 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 $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planning Project LLC's DWX Position: Q4 2025 in Review

Planning Project LLC opened a new position in State Street SPDR S&P International Dividend ETF (DWX) in Q4 2025: 1,629 shares worth $71.6K. The stake represents 0.02% of the portfolio and ranks #55 among its holdings.

138 funds tracked by Wall St. Rank hold DWX as of Q4 2025.

  • Planning Project LLC held 1,629 shares of State Street SPDR S&P International Dividend ETF worth $71.6K as of Q4 2025.
  • State Street SPDR S&P International Dividend ETF was a new Planning Project LLC position in Q4 2025.
  • State Street SPDR S&P International Dividend ETF made up 0.02% of Planning Project LLC's portfolio in Q4 2025, its #55 holding.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.