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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $5.28B AUM 39.19% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 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 $377B AUM 19.32% 1-Year Est. Return

Medallion Wealth Advisors's DWX Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q1 2026 at 18 shares worth $821. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Medallion Wealth Advisors first reported a position in DWX in Q4 2024 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold DWX as of Q1 2026.

Medallion Wealth Advisors held 18 shares of State Street SPDR S&P International Dividend ETF worth $821 as of Q1 2026.
Medallion Wealth Advisors left its State Street SPDR S&P International Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P International Dividend ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1070 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2024 and has held it in 6 quarters since.
137 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.