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

Bright Futures 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 		$450K Buy
8,939
+2,078
+30% +$103K 0.29% 106
2026
Q1 		$313K Buy
6,861
+976
+17% +$45.8K 0.21% 115
2025
Q4 		$261K Sell
5,885
-188
-3% -$8.21K 0.19% 123
2025
Q3 		$260K Buy
+6,073
New +$252K 0.2% 115

Other funds holding SPDW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bright Futures Wealth Management's SPDW Position: Q2 2026 in Review

Bright Futures Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 30% in Q2 2026, buying an estimated $103K and bringing the position to 8,939 shares worth $450K. The position accounts for 0.29% of the portfolio, ranked #106.

Bright Futures Wealth Management first reported a position in SPDW in Q3 2025 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Bright Futures Wealth Management held 8,939 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $450K as of Q2 2026.
  • Bright Futures Wealth Management bought 2,078 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $103K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.29% of Bright Futures Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Bright Futures Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 4 quarters since.
  • 851 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.