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

McAdam 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
2026
Q2 		$1.72M Buy
37,478
+248
+0.7% +$11.5K 0.07% 114
2026
Q1 		$1.7M Buy
37,230
+4,324
+13% +$198K 0.08% 119
2025
Q4 		$1.45M Buy
32,906
+2,838
+9% +$123K 0.07% 124
2025
Q3 		$1.28M Buy
30,068
+1,765
+6% +$75.1K 0.06% 126
2025
Q2 		$1.19M Sell
28,303
-512
-2% -$20.9K 0.07% 126
2025
Q1 		$1.11M Sell
28,815
-137
-0.5% -$5K 0.07% 122
2024
Q4 		$1.01M Buy
28,952
+2,803
+11% +$102K 0.06% 134
2024
Q3 		$1M Buy
26,149
+2,434
+10% +$90K 0.06% 132
2024
Q2 		$817K Buy
23,715
+3,826
+19% +$133K 0.05% 131
2024
Q1 		$699K Buy
19,889
+1,988
+11% +$69.6K 0.04% 143
2023
Q4 		$636K Sell
17,901
-1,296
-7% -$43.7K 0.05% 137
2023
Q3 		$632K Buy
19,197
+2,281
+13% +$78.4K 0.05% 136
2023
Q2 		$582K Buy
16,916
+2,505
+17% +$87.5K 0.05% 142
2023
Q1 		$494K Buy
14,411
+8,622
+149% +$293K 0.04% 152
2022
Q4 		$225K Sell
5,789
-3,537
-38% -$110K 0.02% 167
2022
Q3 		$269K Buy
9,326
+1,948
+26% +$64.6K 0.03% 180
2022
Q2 		$253K Buy
7,378
+1,330
+22% +$49.1K 0.03% 192
2022
Q1 		$235K Buy
6,048
+259
+4% +$10K 0.02% 186
2021
Q4 		$225K Buy
+5,789
New +$223K 0.02% 167
2018
Q4 		– Sell
-881
Closed -$33K – 194
2018
Q3 		$33K Buy
881
+1
+0.1% +$39 0.01% 199
2018
Q2 		$34K Buy
880
+1
+0.1% +$40 0.01% 188
2018
Q1 		$35K Buy
+879
New +$36K 0.02% 187

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

McAdam LLC's DWX Position: Q2 2026 in Review

McAdam LLC increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 0.67% in Q2 2026, buying an estimated $11.5K and bringing the position to 37,478 shares worth $1.72M. The position accounts for 0.07% of the portfolio, ranked #114.

McAdam LLC first reported a position in DWX in Q1 2018 and has held it in 22 quarters since. 138 funds tracked by Wall St. Rank hold DWX as of Q2 2026.

  • McAdam LLC held 37,478 shares of State Street SPDR S&P International Dividend ETF worth $1.72M as of Q2 2026.
  • McAdam LLC bought 248 State Street SPDR S&P International Dividend ETF shares in Q2 2026, an estimated $11.5K.
  • State Street SPDR S&P International Dividend ETF made up 0.07% of McAdam LLC's portfolio in Q2 2026, its #114 holding.
  • McAdam LLC first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2018 and has held it in 22 quarters since.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.