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

Altus Wealth Group’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	$654K	Buy	12,976 +24	+0.2%	+$1.19K	0.24%	77
2026 Q1	$591K	Sell	12,952 -81	-0.6%	-$3.8K	0.24%	75
2025 Q4	$579K	Sell	13,033 -784	-6%	-$34.3K	0.23%	79
2025 Q3	$591K	Sell	13,817 -300	-2%	-$12.4K	0.24%	77
2025 Q2	$572K	Sell	14,117 -3,263	-19%	-$125K	0.25%	79
2025 Q1	$633K	Sell	17,380 -624	-3%	-$22.5K	0.3%	65
2024 Q4	$614K	Sell	18,004 -183	-1%	-$6.55K	0.27%	76
2024 Q3	$683K	Buy	18,187 +284	+2%	+$10.3K	0.29%	75
2024 Q2	$628K	Buy	17,903 +687	+4%	+$24.4K	0.31%	68
2024 Q1	$617K	Buy	+17,216	New	+$591K	0.31%	77

Other funds holding SPDW

AOI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Altus Wealth Group's SPDW Position: Q2 2026 in Review

Altus Wealth Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.19% in Q2 2026, buying an estimated $1.19K and bringing the position to 12,976 shares worth $654K. The position accounts for 0.24% of the portfolio, ranked #77.

Altus Wealth Group first reported a position in SPDW in Q1 2024 and has held it in 10 quarters since. The position peaked at $683K in Q3 2024. 572 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Altus Wealth Group held 12,976 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $654K as of Q2 2026.
Altus Wealth Group bought 24 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.19K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.24% of Altus Wealth Group's portfolio in Q2 2026, its #77 holding.
Altus Wealth Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 10 quarters since.
Altus Wealth Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $683K in Q3 2024.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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