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

49 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 		– Sell
-5,033
Closed -$230K – 278
2026
Q1 		$230K Sell
5,033
-86
-2% -$4.04K 0.02% 173
2025
Q4 		$227K Buy
5,119
+84
+2% +$3.67K 0.02% 178
2025
Q3 		$215K Buy
+5,035
New +$209K 0.02% 179

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

49 Wealth Management's SPDW Position: Q2 2026 in Review

49 Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 5,033 shares — an estimated $230K sold.

49 Wealth Management first reported a position in SPDW in Q3 2025 and held it in 3 quarters. The position peaked at $230K in Q1 2026. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • 49 Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 5,033 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $230K.
  • 49 Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and held it in 3 quarters.
  • 49 Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $230K in Q1 2026.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.