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

Accurate 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 		$358K Buy
7,125
+421
+6% +$20.9K 0.03% 419
2026
Q1 		$323K Sell
6,704
-411
-6% -$19.3K 0.04% 404
2025
Q4 		$325K Sell
7,115
-415
-6% -$18.1K 0.04% 380
2025
Q3 		$322K Buy
7,530
+1,321
+21% +$54.7K 0.04% 374
2025
Q2 		$253K Buy
+6,209
New +$238K 0.04% 386
2023
Q1 		– Sell
-3,551
Closed -$110K – 1248
2022
Q4 		$110K Buy
+3,551
New +$102K 0.04% 294

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Accurate Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.3% in Q2 2026, buying an estimated $20.9K and bringing the position to 7,125 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #419.

Accurate Wealth Management first reported a position in SPDW in Q4 2022 and has held it in 6 quarters since. 543 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Accurate Wealth Management held 7,125 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $358K as of Q2 2026.
  • Accurate Wealth Management bought 421 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $20.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #419 holding.
  • Accurate Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 6 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.