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A4 Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

A4 Wealth 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 		$403K Sell
7,996
-7,476
-48% -$371K 0.27% 55
2026
Q1 		$706K Sell
15,472
-8,197
-35% -$385K 0.58% 37
2025
Q4 		$1.05M Sell
23,669
-9,082
-28% -$397K 0.91% 28
2025
Q3 		$1.4M Buy
+32,751
New +$1.36M 1.18% 23

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

A4 Wealth Advisors's SPDW Position: Q2 2026 in Review

A4 Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 48% in Q2 2026, selling an estimated $371K and leaving 7,996 shares worth $403K. The position accounts for 0.27% of the portfolio, ranked #55.

A4 Wealth Advisors first reported a position in SPDW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q3 2025. 797 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • A4 Wealth Advisors held 7,996 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $403K as of Q2 2026.
  • A4 Wealth Advisors sold 7,476 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $371K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.27% of A4 Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • A4 Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.4M in Q3 2025.
  • 797 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.