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

Axxcess 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 		$109M Buy
2,161,356
+105,897
+5% +$5.25M 1.73% 5
2026
Q1 		$93.8M Buy
2,055,459
+1,023
+0% +$48K 3.01% 4
2025
Q4 		$91.2M Buy
2,054,436
+35,520
+2% +$1.55M 1.58% 8
2025
Q3 		$86.4M Buy
2,018,916
+179,912
+10% +$7.46M 1.83% 7
2025
Q2 		$74.5M Buy
1,839,004
+90,560
+5% +$3.47M 1.74% 8
2025
Q1 		$63.7M Buy
1,748,444
+195,040
+13% +$7.05M 1.69% 8
2024
Q4 		$53M Buy
1,553,404
+93,162
+6% +$3.34M 1.27% 14
2024
Q3 		$54.8M Sell
1,460,242
-23,221
-2% -$838K 1.35% 13
2024
Q2 		$52M Buy
1,483,463
+189,226
+15% +$6.73M 1.38% 15
2024
Q1 		$46.4M Buy
1,294,237
+43,874
+4% +$1.51M 1.27% 14
2023
Q4 		$42.5M Sell
1,250,363
-64,538
-5% -$2.05M 1.23% 14
2023
Q3 		$40.8M Buy
1,314,901
+1,185,837
+919% +$38.3M 1.39% 11
2023
Q2 		$4.2M Sell
129,064
-23,714
-16% -$774K 0.3% 76
2023
Q1 		$4.91M Buy
152,778
+236
+0.2% +$7.45K 0.37% 63
2022
Q4 		$4.53M Sell
152,542
-40,094
-21% -$1.15M 0.37% 58
2022
Q3 		$4.97M Sell
192,636
-79,864
-29% -$2.3M 0.47% 41
2022
Q2 		$7.86M Buy
272,500
+56,201
+26% +$1.78M 0.72% 24
2022
Q1 		$7.41M Sell
216,299
-540
-0.2% -$18.7K 0.58% 30
2021
Q4 		$7.91M Buy
+216,839
New +$7.98M 0.58% 33

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

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

Axxcess Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.2% in Q2 2026, buying an estimated $5.25M and bringing the position to 2,161,356 shares worth $109M. The position accounts for 1.73% of the portfolio, ranked #5.

Axxcess Wealth Management first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Axxcess Wealth Management held 2,161,356 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $109M as of Q2 2026.
  • Axxcess Wealth Management bought 105,897 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $5.25M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.73% of Axxcess Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.