BAM
SPDW icon

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

Belpointe Asset 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 		$18.6M Buy
370,024
+4,068
+1% +$202K 0.61% 32
2026
Q1 		$16.7M Buy
365,956
+1,198
+0.3% +$56.2K 0.61% 32
2025
Q4 		$16.2M Buy
364,758
+114,097
+46% +$4.99M 0.59% 33
2025
Q3 		$10.7M Buy
250,661
+3,401
+1% +$141K 0.41% 49
2025
Q2 		$10M Buy
247,260
+19,114
+8% +$733K 0.42% 46
2025
Q1 		$8.31M Buy
228,146
+106,722
+88% +$3.86M 0.43% 38
2024
Q4 		$4.51M Sell
121,424
-254
-0.2% -$9.1K 0.27% 71
2024
Q3 		$4.57M Sell
121,678
-735
-0.6% -$26.5K 0.27% 70
2024
Q2 		$4.29M Buy
122,413
+28,582
+30% +$1.02M 0.3% 58
2024
Q1 		$3.36M Buy
93,831
+33,498
+56% +$1.15M 0.25% 80
2023
Q4 		$2.05M Sell
60,333
-3,709
-6% -$118K 0.18% 111
2023
Q3 		$1.99M Sell
64,042
-1,615
-2% -$52.2K 0.21% 101
2023
Q2 		$2.14M Sell
65,657
-11,884
-15% -$388K 0.23% 91
2023
Q1 		$2.49M Buy
77,541
+2,598
+3% +$82K 0.13% 152
2022
Q4 		$2.23M Sell
74,943
-3,272
-4% -$93.9K 0.13% 156
2022
Q3 		$2.02M Buy
78,215
+1,016
+1% +$29.3K 0.14% 155
2022
Q2 		$2.23M Sell
77,199
-36,774
-32% -$1.16M 0.15% 147
2022
Q1 		$3.91M Buy
113,973
+52,965
+87% +$1.84M 0.24% 75
2021
Q4 		$2.23M Buy
61,008
+1,251
+2% +$46K 0.14% 148
2021
Q3 		$2.16M Buy
59,757
+12,343
+26% +$458K 0.15% 142
2021
Q2 		$1.75M Buy
47,414
+3,161
+7% +$117K 0.13% 179
2021
Q1 		$1.56M Buy
44,253
+4,875
+12% +$171K 0.13% 169
2020
Q4 		$1.33M Buy
39,378
+1,142
+3% +$36K 0.12% 194
2020
Q3 		$1.12M Buy
38,236
+30,570
+399% +$893K 0.12% 182
2020
Q2 		$212K Sell
7,666
-24,053
-76% -$629K 0.03% 509
2020
Q1 		$759K Sell
31,719
-12,212
-28% -$349K 0.13% 180
2019
Q4 		$1.38M Buy
43,931
+14,765
+51% +$450K 0.17% 131
2019
Q3 		$856K Buy
+29,166
New +$846K 0.14% 164
2019
Q2 		– Sell
-4,715
Closed -$137K – 645
2019
Q1 		$137K Buy
+4,715
New +$134K 0.03% 378
2018
Q4 		– Sell
-8,057
Closed -$248K – 618
2018
Q3 		$248K Buy
+8,057
New +$246K 0.04% 405

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

Belpointe Asset Management's SPDW Position: Q2 2026 in Review

Belpointe Asset Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.1% in Q2 2026, buying an estimated $202K and bringing the position to 370,024 shares worth $18.6M. The position accounts for 0.61% of the portfolio, ranked #32.

Belpointe Asset Management first reported a position in SPDW in Q3 2018 and has held it in 30 quarters since. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Belpointe Asset Management held 370,024 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $18.6M as of Q2 2026.
  • Belpointe Asset Management bought 4,068 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $202K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.61% of Belpointe Asset Management's portfolio in Q2 2026, its #32 holding.
  • Belpointe Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and has held it in 30 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 Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.