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

Castle Rock 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 		$335K Buy
6,724
+421
+7% +$20.9K 0.07% 214
2026
Q1 		$290K Buy
6,303
+1,058
+20% +$49.6K 0.06% 222
2025
Q4 		$247K Buy
5,245
+546
+12% +$23.9K 0.05% 236
2025
Q3 		$203K Buy
+4,699
New +$195K 0.04% 252

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

Castle Rock Wealth Management's SPDW Position: Q2 2026 in Review

Castle Rock Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.7% in Q2 2026, buying an estimated $20.9K and bringing the position to 6,724 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #214.

Castle Rock Wealth Management first reported a position in SPDW in Q3 2025 and has held it in 4 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Castle Rock Wealth Management held 6,724 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $335K as of Q2 2026.
  • Castle Rock Wealth Management bought 421 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $20.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Castle Rock Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Castle Rock Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.