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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
Q2 		$1.29M Hold
28,019
– – 0.02% 519
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 $1.89T 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

Mount Yale Investment Advisors's DWX Position: Q2 2026 in Review

Mount Yale Investment Advisors held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q2 2026 at 28,019 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #519.

Mount Yale Investment Advisors first reported a position in DWX in Q1 2018 and has held it in 32 quarters since. The position peaked at $4.98M in Q3 2019. 139 funds tracked by Wall St. Rank hold DWX as of Q2 2026.

  • Mount Yale Investment Advisors held 28,019 shares of State Street SPDR S&P International Dividend ETF worth $1.29M as of Q2 2026.
  • Mount Yale 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 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #519 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 32 quarters since.
  • Mount Yale Investment Advisors's State Street SPDR S&P International Dividend ETF position peaked at $4.98M in Q3 2019.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.