Steward Partners Investment Advisory’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Steward Partners Investment Advisory’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	$5.33K	Hold	116	–	–	﹤0.01%	3955
2026 Q1	$5.29K	Hold	116	–	–	﹤0.01%	3773
2025 Q4	$5.1K	Hold	116	–	–	﹤0.01%	3687
2025 Q3	$4.95K	Hold	116	–	–	﹤0.01%	3666
2025 Q2	$4.89K	Hold	116	–	–	﹤0.01%	3489
2025 Q1	$4.45K	Hold	116	–	–	﹤0.01%	3410
2024 Q4	$4.05K	Hold	116	–	–	﹤0.01%	3438
2024 Q3	$4.45K	Hold	116	–	–	﹤0.01%	3222
2024 Q2	$3.99K	Hold	116	–	–	﹤0.01%	3115
2024 Q1	$4.08K	Hold	116	–	–	﹤0.01%	3104
2023 Q4	$4.12K	Hold	116	–	–	﹤0.01%	3032
2023 Q3	$3.82K	Hold	116	–	–	﹤0.01%	2914
2023 Q2	$3.99K	Hold	116	–	–	﹤0.01%	2864
2023 Q1	$3.98K	Sell	116 -1,058	-90%	-$35.9K	﹤0.01%	2852
2022 Q4	$37.9K	Buy	1,174 +1,058	+912%	+$32.8K	﹤0.01%	1948
2022 Q3	$3K	Hold	116	–	–	﹤0.01%	2922
2022 Q2	$4K	Sell	116 -255	-69%	-$9.41K	﹤0.01%	2814
2022 Q1	$14K	Sell	371 -549	-60%	-$21.2K	﹤0.01%	2520
2021 Q4	$36K	Hold	920	–	–	﹤0.01%	2049
2021 Q3	$35K	Buy	920 +204	+28%	+$8.12K	﹤0.01%	2049
2021 Q2	$28K	Hold	716	–	–	﹤0.01%	4378
2021 Q1	$27.3K	Buy	716 +265	+59%	+$9.89K	﹤0.01%	2320
2020 Q4	$16K	Hold	451	–	–	﹤0.01%	2134
2020 Q3	$15K	Sell	451 -768	-63%	-$26.4K	﹤0.01%	1975
2020 Q2	$40K	Buy	1,219 +101	+9%	+$3.25K	﹤0.01%	1501
2020 Q1	$34K	Buy	1,118 +310	+38%	+$11.5K	﹤0.01%	1404
2019 Q4	$32K	Sell	808 -739	-48%	-$29.4K	﹤0.01%	1579
2019 Q3	$60K	Sell	1,547 -200	-11%	-$7.76K	﹤0.01%	1281
2019 Q2	$68K	Buy	+1,747	New	+$67.5K	﹤0.01%	1211
2018 Q4	–	Sell	-1,747	Closed	-$66K	–	1108
2018 Q3	$66K	Buy	1,747 +1,025	+142%	+$39.5K	﹤0.01%	1085
2018 Q2	$28K	Sell	722 -107	-13%	-$4.23K	﹤0.01%	1326
2018 Q1	$33K	Sell	829 -250	-23%	-$10.3K	﹤0.01%	1146
2017 Q4	$44K	Sell	1,079 -1,391	-56%	-$56.5K	﹤0.01%	872
2017 Q3	$99K	Hold	2,470	–	–	0.01%	546
2017 Q2	$96K	Buy	2,470 +1,187	+93%	+$46.4K	0.01%	501
2017 Q1	$48K	Hold	1,283	–	–	0.01%	553
2016 Q4	$46K	Buy	+1,283	New	+$46.3K	0.02%	329

Other funds holding DWX

Morgan Stanley New York $1.89T AUM 35.08% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Steward Partners Investment Advisory's DWX Position: Q2 2026 in Review

Steward Partners Investment Advisory held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q2 2026 at 116 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3955.

Steward Partners Investment Advisory first reported a position in DWX in Q4 2016 and has held it in 37 quarters since. The position peaked at $99K in Q3 2017. 129 funds tracked by Wall St. Rank hold DWX as of Q2 2026.

Steward Partners Investment Advisory held 116 shares of State Street SPDR S&P International Dividend ETF worth $5.33K as of Q2 2026.
Steward Partners Investment Advisory left its State Street SPDR S&P International Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P International Dividend ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3955 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2016 and has held it in 37 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P International Dividend ETF position peaked at $99K in Q3 2017.
129 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.