21 West Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

21 West Wealth Management’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.51M	Sell	69,603 -1,968	-3%	-$97.6K	3%	11
2026 Q1	$3.27M	Sell	71,571 -1,450	-2%	-$68K	3.03%	11
2025 Q4	$3.24M	Buy	73,021 +568	+0.8%	+$24.8K	2.96%	11
2025 Q3	$3.1M	Buy	72,453 +1,958	+3%	+$81.1K	2.94%	10
2025 Q2	$2.85M	Buy	+70,495	New	+$2.7M	2.88%	10

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

21 West Wealth Management's SPDW Position: Q2 2026 in Review

21 West Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.7% in Q2 2026, selling an estimated $97.6K and leaving 69,603 shares worth $3.51M. The position accounts for 3% of the portfolio, ranked #11.

21 West Wealth Management first reported a position in SPDW in Q2 2025 and has held it in 5 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

21 West Wealth Management held 69,603 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.51M as of Q2 2026.
21 West Wealth Management sold 1,968 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $97.6K.
State Street SPDR Portfolio Developed World ex-US ETF made up 3% of 21 West Wealth Management's portfolio in Q2 2026, its #11 holding.
21 West Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 5 quarters since.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.