Mount Yale Investment Advisors, LLC Spdr Index Shs Fds S&P Intl Di Transaction History

Mount Yale Investment Advisors, LLC

$1.21 Billion
Q2 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 30,576 shares of DWX stock, worth $1.3 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

30,576

Previous 30,656 0.26%

Holding current value

$1.3 Million

Previous $1.18 Million 9.15%

% of portfolio

0.11%

Previous 0.11%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$36.45 - $42.47 $2,916 - $3,397	-80 Reduced 0.26%	30,576 $1.29 Million
Q1 2025 Apr 16, 2025	SELL	$34.34 - $38.51 $4,738 - $5,314	-138 Reduced 0.45%	30,656 $1.18 Million
Q4 2024 Jan 22, 2025	SELL	$34.74 - $38.36 $530,757 - $586,064	-15,278 Reduced 33.16%	30,794 $1.08 Million
Q3 2024 Oct 23, 2024	SELL	$34.35 - $39.16 $32,563 - $37,123	-948 Reduced 2.02%	46,072 $1.77 Million
Q2 2024 Aug 13, 2024	SELL	$33.49 - $35.87 $340,191 - $364,367	-10,158 Reduced 17.77%	47,020 $1.62 Million
Q1 2024 May 15, 2024	SELL	$33.95 - $35.74 $123,136 - $129,628	-3,627 Reduced 5.96%	57,178 $2.01 Million
Q4 2023 Feb 12, 2024	SELL	$31.99 - $35.64 $46,993 - $52,355	-1,469 Reduced 2.36%	60,805 $2.16 Million
Q3 2023 Oct 11, 2023	BUY	$32.87 - $35.85 $38,622 - $42,123	1,175 Added 1.92%	62,274 $2.05 Million
Q2 2023 Aug 14, 2023	SELL	$33.81 - $35.83 $91,489 - $96,955	-2,706 Reduced 4.24%	61,099 $2.1 Million
Q1 2023 May 11, 2023	BUY	$32.57 - $35.0 $1.06 Million - $1.14 Million	32,439 Added 103.42%	63,805 $2.19 Million
Q4 2022 Feb 13, 2023	SELL	$28.02 - $33.16 $624,229 - $738,738	-22,278 Reduced 41.53%	31,366 $1.01 Million
Q3 2022 Nov 07, 2022	SELL	$28.8 - $35.16 $33,062 - $40,363	-1,148 Reduced 2.1%	53,644 $1.55 Million
Q2 2022 Aug 02, 2022	SELL	$33.7 - $39.38 $34,812 - $40,679	-1,033 Reduced 1.85%	54,792 $1.88 Million
Q1 2022 May 03, 2022	SELL	$36.57 - $39.7 $1,316 - $1,429	-36 Reduced 0.06%	55,825 $2.17 Million
Q4 2021 Feb 02, 2022	SELL	$37.48 - $39.36 $342,192 - $359,356	-9,130 Reduced 14.05%	55,861 $2.17 Million
Q3 2021 Nov 02, 2021	SELL	$37.97 - $40.74 $667,778 - $716,494	-17,587 Reduced 21.3%	64,991 $2.47 Million
Q2 2021 Aug 04, 2021	SELL	$38.39 - $41.14 $178,782 - $191,588	-4,657 Reduced 5.34%	82,578 $3.25 Million
Q1 2021 May 04, 2021	SELL	$36.33 - $38.6 $225,609 - $239,706	-6,210 Reduced 6.65%	87,235 $3.33 Million
Q4 2020 Feb 12, 2021	SELL	$32.49 - $37.03 $513,244 - $584,962	-15,797 Reduced 14.46%	93,445 $3.42 Million
Q3 2020 Nov 16, 2020	SELL	$33.28 - $35.28 $209,996 - $222,616	-6,310 Reduced 5.46%	109,242 $3.69 Million
Q2 2020 Jul 09, 2020	SELL	$29.2 - $35.76 $172,980 - $211,842	-5,924 Reduced 4.88%	115,552 $3.83 Million
Q1 2020 May 04, 2020	SELL	$25.85 - $40.79 $67,494 - $106,502	-2,611 Reduced 2.1%	121,476 $3.72 Million
Q4 2019 Feb 13, 2020	SELL	$38.29 - $40.52 $15,392 - $16,289	-402 Reduced 0.32%	124,087 $4.96 Million
Q3 2019 Nov 14, 2019	SELL	$38.77 - $39.31 $42,918 - $43,516	-1,107 Reduced 0.88%	124,489 $4.98 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-1,887 Reduced 1.48%	125,596 $4.8 Million
Q1 2019 May 15, 2019	BUY	N/A	2,229 Added 1.78%	127,483 $4.85 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-2,008 Reduced 1.58%	125,254 $4.62 Million
Q3 2018 Nov 13, 2018	BUY	N/A	1,559 Added 1.24%	127,262 $4.7 Million
Q2 2018 Aug 22, 2018	BUY	N/A	2,460 Added 2.0%	125,703 $4.82 Million
Q1 2018 Jun 25, 2018	BUY	N/A	123,243 New	123,243 $4.94 Million

Others Institutions Holding DWX

# of Institutions

151

Shares Held

6.41M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S&P INTL DI

Ticker DWX
Sector ETFs
Industry ETFs

More about DWX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Account

Mount Yale Investment Advisors, LLC Spdr Index Shs Fds S&P Intl Di Transaction History