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

Sequent Planning’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	$255K	Buy	5,545 +921	+20%	+$42.9K	0.05%	237
2026 Q1	$211K	Buy	+4,624	New	+$212K	0.05%	234
2025 Q4	–	Sell	-5,730	Closed	-$245K	–	230
2025 Q3	$245K	Sell	5,730 -258	-4%	-$11K	0.07%	177
2025 Q2	$252K	Buy	+5,988	New	+$244K	0.08%	137

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sequent Planning's DWX Position: Q2 2026 in Review

Sequent Planning increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 20% in Q2 2026, buying an estimated $42.9K and bringing the position to 5,545 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #237.

Sequent Planning first reported a position in DWX in Q2 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold DWX as of Q2 2026.

Sequent Planning held 5,545 shares of State Street SPDR S&P International Dividend ETF worth $255K as of Q2 2026.
Sequent Planning bought 921 State Street SPDR S&P International Dividend ETF shares in Q2 2026, an estimated $42.9K.
State Street SPDR S&P International Dividend ETF made up 0.05% of Sequent Planning's portfolio in Q2 2026, its #237 holding.
Sequent Planning first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2025 and has held it in 4 quarters since.
138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.