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

BXM Wealth’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	$250K	Buy	+4,952	New	+$245K	0.14%	143

Other funds holding SPDW

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

BXM Wealth's SPDW Position: Q2 2026 in Review

BXM Wealth opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 4,952 shares worth $250K. The stake represents 0.14% of the portfolio and ranks #143 among its holdings.

460 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

BXM Wealth held 4,952 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $250K as of Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new BXM Wealth position in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.14% of BXM Wealth's portfolio in Q2 2026, its #143 holding.
460 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.