Caliber Wealth Management (Kansas)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Caliber Wealth Management (Kansas)’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	$728K	Sell	14,445 -3,025	-17%	-$150K	0.07%	157
2026 Q1	$798K	Sell	17,470 -21,793	-56%	-$1.02M	0.09%	142
2025 Q4	$1.74M	Sell	39,263 -41,497	-51%	-$1.81M	0.19%	101
2025 Q3	$3.46M	Sell	80,760 -41,575	-34%	-$1.72M	0.39%	51
2025 Q2	$4.95M	Sell	122,335 -8,361	-6%	-$321K	0.53%	36
2025 Q1	$4.76M	Buy	+130,696	New	+$4.72M	0.65%	34

Other funds holding SPDW

AOI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JFA

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

ETC

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

MFS

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

Caliber Wealth Management (Kansas)'s SPDW Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 17% in Q2 2026, selling an estimated $150K and leaving 14,445 shares worth $728K. The position accounts for 0.07% of the portfolio, ranked #157.

Caliber Wealth Management (Kansas) first reported a position in SPDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.95M in Q2 2025. 558 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Caliber Wealth Management (Kansas) held 14,445 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $728K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 3,025 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $150K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #157 holding.
Caliber Wealth Management (Kansas) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.95M in Q2 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.