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

Boltwood Capital 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 		$13.8M Sell
273,455
-1,225
-0.4% -$60.7K 3.16% 3
2026
Q1 		$12.5M Sell
274,680
-590
-0.2% -$27.7K 3.2% 4
2025
Q4 		$12.2M Sell
275,270
-1,355
-0.5% -$59.2K 3.18% 4
2025
Q3 		$11.8M Sell
276,625
-1,800
-0.6% -$74.6K 3.15% 4
2025
Q2 		$11.3M Sell
278,425
-3,305
-1% -$127K 3.2% 6
2025
Q1 		$10.3M Sell
281,730
-6,830
-2% -$247K 3.12% 6
2024
Q4 		$9.85M Buy
288,560
+3,850
+1% +$138K 3% 6
2024
Q3 		$10.7M Buy
284,710
+3,085
+1% +$111K 3.17% 6
2024
Q2 		$9.88M Sell
281,625
-6,245
-2% -$222K 3.09% 6
2024
Q1 		$10.3M Buy
287,870
+1,785
+0.6% +$61.3K 3.2% 5
2023
Q4 		$9.73M Sell
286,085
-6,995
-2% -$222K 3.22% 5
2023
Q3 		$9.09M Buy
293,080
+3,690
+1% +$119K 3.37% 5
2023
Q2 		$9.42M Buy
289,390
+735
+0.3% +$24K 3.4% 5
2023
Q1 		$9.27M Sell
288,655
-5,450
-2% -$172K 3.47% 6
2022
Q4 		$8.73M Sell
294,105
-19,095
-6% -$548K 3.55% 5
2022
Q3 		$8.08M Buy
313,200
+42,475
+16% +$1.22M 3.7% 4
2022
Q2 		$7.81M Sell
270,725
-20,704
-7% -$655K 3.38% 4
2022
Q1 		$9.99M Buy
291,429
+41,789
+17% +$1.45M 3.86% 2
2021
Q4 		$9.11M Buy
249,640
+16,100
+7% +$592K 3.36% 2
2021
Q3 		$8.46M Buy
233,540
+15,850
+7% +$589K 3.41% 3
2021
Q2 		$8.01M Sell
217,690
-775
-0.4% -$28.8K 3.33% 2
2021
Q1 		$7.72M Buy
218,465
+1,960
+0.9% +$68.7K 3.43% 2
2020
Q4 		$7.31M Buy
216,505
+3,775
+2% +$119K 3.55% 2
2020
Q3 		$6.22M Buy
212,730
+3,330
+2% +$97.2K 3.47% 2
2020
Q2 		$5.78M Buy
209,400
+36,275
+21% +$949K 3.49% 2
2020
Q1 		$4.14M Buy
173,125
+155,780
+898% +$4.46M 2.93% 2
2019
Q4 		$544K Buy
17,345
+6,636
+62% +$202K 0.31% 91
2019
Q3 		$314K Buy
+10,709
New +$311K 0.2% 114

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Boltwood Capital Management's SPDW Position: Q2 2026 in Review

Boltwood Capital Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.45% in Q2 2026, selling an estimated $60.7K and leaving 273,455 shares worth $13.8M. The position accounts for 3.16% of the portfolio, ranked #3.

Boltwood Capital Management first reported a position in SPDW in Q3 2019 and has held it in 28 quarters since. 246 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Boltwood Capital Management held 273,455 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.8M as of Q2 2026.
  • Boltwood Capital Management sold 1,225 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $60.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 3.16% of Boltwood Capital Management's portfolio in Q2 2026, its #3 holding.
  • Boltwood Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 28 quarters since.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.