Medallion Wealth Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Medallion Wealth Advisors’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	–	Sell	-18	Closed	-$821	–	1241
2026 Q1	$821	Hold	18	–	–	﹤0.01%	1070
2025 Q4	$791	Hold	18	–	–	﹤0.01%	1060
2025 Q3	$769	Hold	18	–	–	﹤0.01%	1043
2025 Q2	$759	Hold	18	–	–	﹤0.01%	1036
2025 Q1	$690	Hold	18	–	–	﹤0.01%	1008
2024 Q4	$690	Buy	+18	New	+$657	﹤0.01%	957

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

Medallion Wealth Advisors's DWX Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2026, closing a stake of 18 shares — an estimated $821 sold.

Medallion Wealth Advisors first reported a position in DWX in Q4 2024 and held it in 6 quarters. The position peaked at $821 in Q1 2026. 139 funds tracked by Wall St. Rank hold DWX as of Q2 2026.

Medallion Wealth Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 18 State Street SPDR S&P International Dividend ETF shares in Q2 2026, an estimated $821.
Medallion Wealth Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's State Street SPDR S&P International Dividend ETF position peaked at $821 in Q1 2026.
139 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.