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

Bullock 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	$3.4K	Hold	68	–	–	﹤0.01%	524
2026 Q1	$3.17K	Hold	68	–	–	﹤0.01%	527
2025 Q4	$3.03K	Hold	68	–	–	﹤0.01%	497
2025 Q3	$2.95K	Hold	68	–	–	﹤0.01%	514
2025 Q2	$2.76K	Hold	68	–	–	﹤0.01%	489
2025 Q1	$2.5K	Hold	68	–	–	﹤0.01%	485
2024 Q4	$2.33K	Hold	68	–	–	﹤0.01%	497
2024 Q3	$2.55K	Hold	68	–	–	﹤0.01%	477
2024 Q2	$2.4K	Hold	68	–	–	﹤0.01%	461
2024 Q1	$2.44K	Buy	+68	New	+$2.34K	﹤0.01%	470

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 22.9% 1-Year Est. Return

Bullock Wealth Management's SPDW Position: Q2 2026 in Review

Bullock Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 68 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Bullock Wealth Management first reported a position in SPDW in Q1 2024 and has held it in 10 quarters since. 1,235 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Bullock Wealth Management held 68 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.4K as of Q2 2026.
Bullock Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #524 holding.
Bullock Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 10 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.