4A
SPDW icon

4Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

4Wealth Advisors’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 		$554K Buy
11,051
+276
+3% +$13.7K 0.43% 71
2026
Q1 		$476K Buy
10,775
+390
+4% +$18.3K 0.41% 79
2025
Q4 		$461K Buy
10,385
+352
+4% +$15.4K 0.39% 88
2025
Q3 		$429K Sell
10,033
-328
-3% -$13.6K 0.38% 87
2025
Q2 		$419K Buy
10,361
+1,081
+12% +$41.4K 0.43% 80
2025
Q1 		$338K Sell
9,280
-2,569
-22% -$92.8K 0.37% 98
2024
Q4 		$404K Buy
+11,849
New +$424K 0.41% 83

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

4Wealth Advisors's SPDW Position: Q2 2026 in Review

4Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.6% in Q2 2026, buying an estimated $13.7K and bringing the position to 11,051 shares worth $554K. The position accounts for 0.43% of the portfolio, ranked #71.

4Wealth Advisors first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • 4Wealth Advisors held 11,051 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $554K as of Q2 2026.
  • 4Wealth Advisors bought 276 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $13.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.43% of 4Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • 4Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.