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

Buck Wealth Strategies’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	$301K	Sell	5,971 -1,325	-18%	-$65.7K	0.03%	163
2026 Q1	$333K	Sell	7,296 -165	-2%	-$7.74K	0.04%	126
2025 Q4	$331K	Sell	7,461 -663	-8%	-$29K	0.04%	128
2025 Q3	$348K	Buy	8,124 +153	+2%	+$6.34K	0.05%	138
2025 Q2	$323K	Buy	+7,971	New	+$306K	0.05%	123

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Buck Wealth Strategies's SPDW Position: Q2 2026 in Review

Buck Wealth Strategies reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 18% in Q2 2026, selling an estimated $65.7K and leaving 5,971 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #163.

Buck Wealth Strategies first reported a position in SPDW in Q2 2025 and has held it in 5 quarters since. The position peaked at $348K in Q3 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Buck Wealth Strategies held 5,971 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $301K as of Q2 2026.
Buck Wealth Strategies sold 1,325 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $65.7K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Buck Wealth Strategies's portfolio in Q2 2026, its #163 holding.
Buck Wealth Strategies first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 5 quarters since.
Buck Wealth Strategies's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $348K in Q3 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 Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.