Wealthcare Advisory Partners’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Wealthcare Advisory Partners’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	$349K	Buy	7,595 +90	+1%	+$4.19K	0.01%	824
2026 Q1	$342K	Buy	7,505 +200	+3%	+$9.18K	0.01%	825
2025 Q4	$321K	Buy	7,305 +1,000	+16%	+$43.2K	0.01%	844
2025 Q3	$269K	Buy	6,305 +55	+0.9%	+$2.34K	0.01%	891
2025 Q2	$263K	Buy	6,250 +134	+2%	+$5.47K	0.01%	839
2025 Q1	$235K	Sell	6,116 -70	-1%	-$2.56K	0.01%	828
2024 Q4	$216K	Buy	6,186 +855	+16%	+$31.2K	0.01%	832
2024 Q3	$205K	Buy	+5,331	New	+$197K	0.01%	833
2022 Q1	–	Sell	-5,665	Closed	-$220K	–	554
2021 Q4	$220K	Buy	+5,665	New	+$219K	0.01%	522
2021 Q2	–	Sell	-4,017	Closed	-$153K	–	879
2021 Q1	$153K	Buy	+4,017	New	+$150K	0.01%	544
2020 Q2	–	Sell	-1,151	Closed	-$35K	–	578
2020 Q1	$35K	Sell	1,151 -1,462	-56%	-$54.2K	0.01%	586
2019 Q4	$105K	Buy	2,613 +1,462	+127%	+$58.2K	0.01%	396
2019 Q3	$45K	Hold	1,151	–	–	0.01%	556
2019 Q2	$45K	Hold	1,151	–	–	0.01%	531
2019 Q1	$44K	Hold	1,151	–	–	0.01%	490
2018 Q4	$40K	Hold	1,151	–	–	0.01%	478
2018 Q3	$44K	Hold	1,151	–	–	0.01%	496
2018 Q2	$44K	Hold	1,151	–	–	0.01%	482
2018 Q1	$46K	Hold	1,151	–	–	0.01%	413
2017 Q4	$47K	Hold	1,151	–	–	0.01%	384
2017 Q3	$46K	Buy	+1,151	New	+$46.4K	0.01%	314

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

Wealthcare Advisory Partners's DWX Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 1.2% in Q2 2026, buying an estimated $4.19K and bringing the position to 7,595 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #824.

Wealthcare Advisory Partners first reported a position in DWX in Q3 2017 and has held it in 21 quarters since. 138 funds tracked by Wall St. Rank hold DWX as of Q2 2026.

Wealthcare Advisory Partners held 7,595 shares of State Street SPDR S&P International Dividend ETF worth $349K as of Q2 2026.
Wealthcare Advisory Partners bought 90 State Street SPDR S&P International Dividend ETF shares in Q2 2026, an estimated $4.19K.
State Street SPDR S&P International Dividend ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #824 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2017 and has held it in 21 quarters since.
138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.