BWM
SPDW icon

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

BCS 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 		$6.96M Buy
138,105
+3,966
+3% +$197K 1.25% 17
2026
Q1 		$6.12M Sell
134,139
-126,209
-48% -$5.92M 1.25% 18
2025
Q4 		$11.6M Buy
260,348
+131,028
+101% +$5.73M 1.17% 19
2025
Q3 		$5.53M Buy
129,320
+1,050
+0.8% +$43.5K 1.25% 17
2025
Q2 		$5.19M Sell
128,270
-4,055
-3% -$155K 1.12% 21
2025
Q1 		$4.82M Sell
132,325
-558
-0.4% -$20.2K 1.24% 17
2024
Q4 		$4.54M Buy
132,883
+5,514
+4% +$197K 1.13% 21
2024
Q3 		$4.78M Buy
127,369
+16,295
+15% +$588K 2.03% 14
2024
Q2 		$3.9M Buy
111,074
+8,115
+8% +$289K 1.9% 12
2024
Q1 		$3.69M Buy
102,959
+9,224
+10% +$317K 1.18% 18
2023
Q4 		$3.19M Buy
93,735
+18,616
+25% +$591K 1.17% 16
2023
Q3 		$2.33M Buy
75,119
+5,199
+7% +$168K 0.97% 23
2023
Q2 		$2.27M Sell
69,920
-1,615
-2% -$52.7K 1.66% 16
2023
Q1 		$2.3M Buy
71,535
+20,082
+39% +$634K 1.04% 22
2022
Q4 		$1.53M Buy
51,453
+20,842
+68% +$598K 0.64% 41
2022
Q3 		$790K Buy
30,611
+7,981
+35% +$230K 0.37% 72
2022
Q2 		$653K Buy
22,630
+5,876
+35% +$186K 0.29% 82
2022
Q1 		$574K Buy
16,754
+7,987
+91% +$277K 0.24% 99
2021
Q4 		$320K Buy
8,767
+2,046
+30% +$75.3K 0.11% 152
2021
Q3 		$243K Hold
6,721
– – 0.1% 153
2021
Q2 		$247K Hold
6,721
– – 0.13% 136
2021
Q1 		$238K Hold
6,721
– – 0.11% 138
2020
Q4 		$227K Buy
+6,721
New +$212K 0.12% 127

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

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

BCS Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3% in Q2 2026, buying an estimated $197K and bringing the position to 138,105 shares worth $6.96M. The position accounts for 1.25% of the portfolio, ranked #17.

BCS Wealth Management first reported a position in SPDW in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.6M in Q4 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • BCS Wealth Management held 138,105 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.96M as of Q2 2026.
  • BCS Wealth Management bought 3,966 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $197K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.25% of BCS Wealth Management's portfolio in Q2 2026, its #17 holding.
  • BCS Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 23 quarters since.
  • BCS Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $11.6M in Q4 2025.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.