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

Austin 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	$339K	Buy	6,864 +122	+2%	+$6.05K	0.07%	96
2026 Q1	$313K	Sell	6,742 -465	-6%	-$21.8K	0.07%	97
2025 Q4	$328K	Sell	7,207 -40	-0.6%	-$1.75K	0.05%	124
2025 Q3	$314K	Sell	7,247 -79	-1%	-$3.27K	0.05%	119
2025 Q2	$292K	Sell	7,326 -6,196	-46%	-$238K	0.05%	105
2025 Q1	$506K	Sell	13,522 -151	-1%	-$5.46K	0.1%	78
2024 Q4	$474K	Sell	13,673 -446	-3%	-$16K	0.1%	80
2024 Q3	$522K	Sell	14,119 -508	-3%	-$18.3K	0.11%	79
2024 Q2	$530K	Sell	14,627 -10	-0.1%	-$356	0.12%	76
2024 Q1	$529K	Sell	14,637 -951	-6%	-$32.7K	0.13%	74
2023 Q4	$533K	Sell	15,588 -6,694	-30%	-$212K	0.14%	71
2023 Q3	$725K	Buy	+22,282	New	+$720K	0.22%	56

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Austin Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.8% in Q2 2026, buying an estimated $6.05K and bringing the position to 6,864 shares worth $339K. The position accounts for 0.07% of the portfolio, ranked #96.

Austin Wealth Management first reported a position in SPDW in Q3 2023 and has held it in 12 quarters since. The position peaked at $725K in Q3 2023. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Austin Wealth Management held 6,864 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $339K as of Q2 2026.
Austin Wealth Management bought 122 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $6.05K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Austin Wealth Management's portfolio in Q2 2026, its #96 holding.
Austin Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $725K in Q3 2023.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.