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

Milestone Investment 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 		$221K Hold
4,805
– – 0.05% 85
2026
Q1 		$219K Buy
4,805
+2,454
+104% +$113K 0.05% 86
2025
Q4 		$103K Hold
2,351
– – 0.03% 99
2025
Q3 		$100K Buy
2,351
+1,102
+88% +$46.9K 0.02% 95
2025
Q2 		$52.6K Hold
1,249
– – 0.01% 102
2025
Q1 		$47.9K Hold
1,249
– – 0.01% 103
2024
Q4 		$43.7K Hold
1,249
– – 0.01% 107
2024
Q3 		$48K Sell
1,249
-2,727
-69% -$101K 0.01% 103
2024
Q2 		$137K Buy
3,976
+293
+8% +$10.2K 0.04% 86
2024
Q1 		$129K Hold
3,683
– – 0.03% 84
2023
Q4 		$131K Hold
3,683
– – 0.04% 79
2023
Q3 		$121K Hold
3,683
– – 0.03% 134
2023
Q2 		$127K Hold
3,683
– – 0.04% 74
2023
Q1 		$126K Buy
3,683
+891
+32% +$30.2K 0.04% 130
2022
Q4 		$90.2K Buy
+2,792
New +$86.6K 0.03% 75

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

Milestone Investment Advisors's DWX Position: Q2 2026 in Review

Milestone Investment Advisors held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q2 2026 at 4,805 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #85.

Milestone Investment Advisors first reported a position in DWX in Q4 2022 and has held it in 15 quarters since. 138 funds tracked by Wall St. Rank hold DWX as of Q2 2026.

  • Milestone Investment Advisors held 4,805 shares of State Street SPDR S&P International Dividend ETF worth $221K as of Q2 2026.
  • Milestone Investment Advisors 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 0.05% of Milestone Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • Milestone Investment Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2026.

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