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

Mount Yale 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
Q1 		$1.28M Buy
+28,019
New +$1.29M 0.03% 467
2025
Q3 		– Sell
-30,576
Closed -$1.29M – 913
2025
Q2 		$1.29M Sell
30,576
-80
-0.3% -$3.27K 0.1% 173
2025
Q1 		$1.18M Sell
30,656
-138
-0.4% -$5.04K 0.1% 172
2024
Q4 		$1.08M Sell
30,794
-15,278
-33% -$558K 0.09% 187
2024
Q3 		$1.77M Sell
46,072
-948
-2% -$35.1K 0.17% 131
2024
Q2 		$1.62M Sell
47,020
-10,158
-18% -$354K 0.13% 153
2024
Q1 		$2.01M Sell
57,178
-3,627
-6% -$127K 0.15% 134
2023
Q4 		$2.16M Sell
60,805
-1,469
-2% -$49.5K 0.21% 110
2023
Q3 		$2.05M Buy
62,274
+1,175
+2% +$40.4K 0.22% 101
2023
Q2 		$2.1M Sell
61,099
-2,706
-4% -$94.5K 0.22% 101
2023
Q1 		$2.19M Buy
63,805
+32,439
+103% +$1.1M 0.25% 98
2022
Q4 		$1.01M Sell
31,366
-22,278
-42% -$691K 0.12% 182
2022
Q3 		$1.54M Sell
53,644
-1,148
-2% -$38.1K 0.21% 112
2022
Q2 		$1.88M Sell
54,792
-1,033
-2% -$38.1K 0.24% 99
2022
Q1 		$2.17M Sell
55,825
-36
-0.1% -$1.39K 0.24% 105
2021
Q4 		$2.17M Sell
55,861
-9,130
-14% -$352K 0.23% 106
2021
Q3 		$2.47M Sell
64,991
-17,587
-21% -$700K 0.28% 85
2021
Q2 		$3.25M Sell
82,578
-4,657
-5% -$185K 0.39% 60
2021
Q1 		$3.33M Sell
87,235
-6,210
-7% -$232K 0.43% 56
2020
Q4 		$3.42M Sell
93,445
-15,797
-14% -$556K 0.48% 53
2020
Q3 		$3.69M Sell
109,242
-6,310
-5% -$217K 0.52% 45
2020
Q2 		$3.83M Sell
115,552
-5,924
-5% -$191K 0.69% 38
2020
Q1 		$3.72M Sell
121,476
-2,611
-2% -$96.8K 0.84% 27
2019
Q4 		$4.96M Sell
124,087
-402
-0.3% -$16K 0.86% 28
2019
Q3 		$4.98M Sell
124,489
-1,107
-0.9% -$43K 0.89% 30
2019
Q2 		$4.8M Sell
125,596
-1,887
-1% -$72.9K 0.89% 30
2019
Q1 		$4.85M Buy
127,483
+2,229
+2% +$82.9K 0.91% 31
2018
Q4 		$4.62M Sell
125,254
-2,008
-2% -$72.4K 0.94% 28
2018
Q3 		$4.7M Buy
127,262
+1,559
+1% +$60.1K 0.82% 26
2018
Q2 		$4.82M Buy
125,703
+2,460
+2% +$97.3K 0.91% 28
2018
Q1 		$4.94M Buy
+123,243
New +$5.05M 1.06% 26

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Yale Investment Advisors's DWX Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in State Street SPDR S&P International Dividend ETF (DWX) in Q1 2026: 28,019 shares worth $1.28M. The stake represents 0.03% of the portfolio and ranks #467 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in DWX as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in DWX in Q1 2018 and has held it in 31 quarters since. The position peaked at $4.98M in Q3 2019. 137 funds tracked by Wall St. Rank hold DWX as of Q1 2026.

  • Mount Yale Investment Advisors held 28,019 shares of State Street SPDR S&P International Dividend ETF worth $1.28M as of Q1 2026.
  • State Street SPDR S&P International Dividend ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • State Street SPDR S&P International Dividend ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #467 holding.
  • Mount Yale Investment Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2018 and has held it in 31 quarters since.
  • Mount Yale Investment Advisors's State Street SPDR S&P International Dividend ETF position peaked at $4.98M in Q3 2019.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.