BWP
SPDW icon

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

Balboa Wealth Partners’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 		$629K Sell
12,477
-14,920
-54% -$740K 0.09% 198
2026
Q1 		$1.25M Sell
27,397
-4,146
-13% -$195K 0.21% 89
2025
Q4 		$1.4M Buy
31,543
+8,890
+39% +$388K 0.23% 73
2025
Q3 		$969K Buy
22,653
+9,584
+73% +$397K 0.17% 95
2025
Q2 		$529K Sell
13,069
-28,230
-68% -$1.08M 0.11% 154
2025
Q1 		$1.5M Buy
41,299
+20,635
+100% +$746K 0.36% 52
2024
Q4 		$705K Buy
20,664
+1,221
+6% +$43.7K 0.16% 106
2024
Q3 		$730K Sell
19,443
-25,486
-57% -$920K 0.18% 104
2024
Q2 		$1.58M Buy
44,929
+8,484
+23% +$302K 0.42% 44
2024
Q1 		$1.31M Buy
36,445
+7,303
+25% +$251K 0.38% 47
2023
Q4 		$991K Sell
29,142
-4,083
-12% -$130K 0.33% 56
2023
Q3 		$1.03M Sell
33,225
-199
-0.6% -$6.43K 0.39% 42
2023
Q2 		$1.09M Sell
33,424
-4,778
-13% -$156K 0.38% 44
2023
Q1 		$1.23M Sell
38,202
-4,427
-10% -$140K 0.46% 36
2022
Q4 		$1.27M Buy
42,629
+19,105
+81% +$548K 0.57% 37
2022
Q3 		$607K Buy
+23,524
New +$678K 0.27% 75

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balboa Wealth Partners's SPDW Position: Q2 2026 in Review

Balboa Wealth Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 54% in Q2 2026, selling an estimated $740K and leaving 12,477 shares worth $629K. The position accounts for 0.09% of the portfolio, ranked #198.

Balboa Wealth Partners first reported a position in SPDW in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.58M in Q2 2024. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Balboa Wealth Partners held 12,477 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $629K as of Q2 2026.
  • Balboa Wealth Partners sold 14,920 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $740K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Balboa Wealth Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.58M in Q2 2024.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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