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

Accel 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	$387K	Sell	7,681 -90	-1%	-$4.46K	0.09%	189
2026 Q1	$355K	Sell	7,771 -375	-5%	-$17.6K	0.09%	195
2025 Q4	$362K	Sell	8,146 -26	-0.3%	-$1.14K	0.1%	187
2025 Q3	$350K	Sell	8,172 -386	-5%	-$16K	0.1%	185
2025 Q2	$347K	Sell	8,558 -942	-10%	-$36.1K	0.12%	179
2025 Q1	$346K	Sell	9,500 -150	-2%	-$5.42K	0.13%	169
2024 Q4	$329K	Sell	9,650 -4,900	-34%	-$175K	0.12%	174
2024 Q3	$546K	Hold	14,550	–	–	0.2%	119
2024 Q2	$510K	Sell	14,550 -3,144	-18%	-$112K	0.2%	113
2024 Q1	$634K	Sell	17,694 -100	-0.6%	-$3.44K	0.27%	92
2023 Q4	$605K	Hold	17,794	–	–	0.3%	84
2023 Q3	$552K	Hold	17,794	–	–	0.31%	85
2023 Q2	$579K	Buy	+17,794	New	+$581K	0.32%	77

Other funds holding SPDW

AOI

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Accel Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.2% in Q2 2026, selling an estimated $4.46K and leaving 7,681 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #189.

Accel Wealth Management first reported a position in SPDW in Q2 2023 and has held it in 13 quarters since. The position peaked at $634K in Q1 2024. 358 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Accel Wealth Management held 7,681 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $387K as of Q2 2026.
Accel Wealth Management sold 90 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $4.46K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of Accel Wealth Management's portfolio in Q2 2026, its #189 holding.
Accel Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 13 quarters since.
Accel Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $634K in Q1 2024.
358 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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