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

BSW 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 		$816K Sell
16,192
-503
-3% -$24.9K 0.09% 122
2026
Q1 		$762K Buy
16,695
+234
+1% +$11K 0.09% 126
2025
Q4 		$731K Sell
16,461
-695
-4% -$30.4K 0.09% 133
2025
Q3 		$734K Buy
17,156
+6
+0% +$249 0.09% 122
2025
Q2 		$694K Sell
17,150
-8,275
-33% -$317K 0.1% 121
2025
Q1 		$926K Sell
25,425
-219
-0.9% -$7.91K 0.14% 87
2024
Q4 		$875K Sell
25,644
-185
-0.7% -$6.62K 0.13% 95
2024
Q3 		$970K Sell
25,829
-2,047
-7% -$73.9K 0.15% 83
2024
Q2 		$978K Sell
27,876
-2,462
-8% -$87.6K 0.16% 77
2024
Q1 		$1.09M Sell
30,338
-4,138
-12% -$142K 0.18% 72
2023
Q4 		$1.17M Sell
34,476
-12,415
-26% -$394K 0.23% 58
2023
Q3 		$1.45M Sell
46,891
-387
-0.8% -$12.5K 0.32% 43
2023
Q2 		$1.54M Sell
47,278
-2,310
-5% -$75.4K 0.32% 42
2023
Q1 		$1.59M Sell
49,588
-540
-1% -$17K 0.33% 44
2022
Q4 		$1.49M Buy
+50,128
New +$1.44M 0.32% 47

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

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

BSW Wealth Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3% in Q2 2026, selling an estimated $24.9K and leaving 16,192 shares worth $816K. The position accounts for 0.09% of the portfolio, ranked #122.

BSW Wealth Partners first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.59M in Q1 2023. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • BSW Wealth Partners held 16,192 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $816K as of Q2 2026.
  • BSW Wealth Partners sold 503 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $24.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of BSW Wealth Partners's portfolio in Q2 2026, its #122 holding.
  • BSW Wealth Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • BSW Wealth Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.59M in Q1 2023.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.