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

Balanced 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	$944K	Sell	18,743 -2,115	-10%	-$105K	0.3%	38
2026 Q1	$952K	Buy	20,858 +776	+4%	+$36.4K	0.34%	32
2025 Q4	$866K	Hold	20,082	–	–	0.32%	34
2025 Q3	$812K	Hold	20,082	–	–	0.36%	30
2025 Q2	$802K	Buy	20,082 +331	+2%	+$12.7K	0.35%	31
2025 Q1	$719K	Buy	19,751 +55	+0.3%	+$1.99K	0.35%	33
2024 Q4	$702K	Buy	19,696 +267	+1%	+$9.56K	0.31%	35
2024 Q3	$730K	Sell	19,429 -171	-0.9%	-$6.17K	0.32%	35
2024 Q2	$688K	Buy	19,600 +340	+2%	+$12.1K	0.31%	33
2024 Q1	$692K	Hold	19,260	–	–	0.31%	36
2023 Q4	$655K	Buy	+19,260	New	+$611K	0.34%	40

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

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

Balanced Wealth Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 10% in Q2 2026, selling an estimated $105K and leaving 18,743 shares worth $944K. The position accounts for 0.3% of the portfolio, ranked #38.

Balanced Wealth Group first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $952K in Q1 2026. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Balanced Wealth Group held 18,743 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $944K as of Q2 2026.
Balanced Wealth Group sold 2,115 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $105K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.3% of Balanced Wealth Group's portfolio in Q2 2026, its #38 holding.
Balanced Wealth Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Wealth Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $952K in Q1 2026.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.