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

Abound 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 		$135K Buy
2,673
+4
+0.1% +$198 0.03% 132
2026
Q1 		$122K Buy
2,669
+83
+3% +$3.9K 0.03% 132
2025
Q4 		$115K Hold
2,586
– – 0.03% 125
2025
Q3 		$111K Buy
2,586
+8
+0.3% +$332 0.03% 127
2025
Q2 		$104K Buy
2,578
+66
+3% +$2.53K 0.03% 121
2025
Q1 		$91.5K Buy
2,512
+15
+0.6% +$542 0.03% 123
2024
Q4 		$85.2K Buy
2,497
+72
+3% +$2.58K 0.03% 122
2024
Q3 		$91.1K Buy
2,425
+62
+3% +$2.24K 0.03% 114
2024
Q2 		$82.9K Buy
2,363
+13
+0.6% +$462 0.03% 104
2024
Q1 		$84.2K Sell
2,350
-153
-6% -$5.26K 0.03% 102
2023
Q4 		$85.1K Buy
2,503
+216
+9% +$6.86K 0.03% 101
2023
Q3 		$70.9K Buy
2,287
+25
+1% +$807 0.03% 101
2023
Q2 		$73.6K Sell
2,262
-490
-18% -$16K 0.03% 97
2023
Q1 		$88.4K Buy
2,752
+22
+0.8% +$694 0.04% 81
2022
Q4 		$81.1K Buy
+2,730
New +$78.4K 0.04% 78

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

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

Abound Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.15% in Q2 2026, buying an estimated $198 and bringing the position to 2,673 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #132.

Abound Wealth Management first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Abound Wealth Management held 2,673 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $135K as of Q2 2026.
  • Abound Wealth Management bought 4 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $198.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Abound Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 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 Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.