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

Castleview Partners’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 		$239K Sell
4,735
-1,927
-29% -$95.5K 0.1% 189
2026
Q1 		$304K Buy
6,662
+476
+8% +$22.3K 0.16% 145
2025
Q4 		$275K Buy
6,186
+1,011
+20% +$44.2K 0.14% 150
2025
Q3 		$221K Buy
+5,175
New +$214K 0.12% 162
2025
Q2 		– Sell
-8,343
Closed -$304K – 189
2025
Q1 		$304K Sell
8,343
-119
-1% -$4.3K 0.21% 127
2024
Q4 		$288K Buy
8,462
+245
+3% +$8.77K 0.16% 148
2024
Q3 		$309K Sell
8,217
-14,096
-63% -$509K 0.18% 134
2024
Q2 		$783K Buy
22,313
+9,710
+77% +$345K 0.44% 50
2024
Q1 		$452K Buy
12,603
+1,974
+19% +$67.8K 0.25% 91
2023
Q4 		$361K Buy
10,629
+4,295
+68% +$136K 0.25% 95
2023
Q3 		$196K Sell
6,334
-538
-8% -$17.4K 0.18% 117
2023
Q2 		$224K Sell
6,872
-1,811
-21% -$59.1K 0.2% 102
2023
Q1 		$279K Sell
8,683
-788
-8% -$24.9K 0.25% 96
2022
Q4 		$281K Buy
9,471
+1,382
+17% +$39.7K 0.27% 87
2022
Q3 		$209K Buy
8,089
+6,689
+478% +$193K 0.2% 106
2022
Q2 		$50.2K Sell
1,400
-7,771
-85% -$246K 0.04% 300
2022
Q1 		$314K Sell
9,171
-274,862
-97% -$9.54M 0.2% 110
2021
Q4 		$7.79K Buy
+284,033
New +$10.4M 0.06% 118
2021
Q2 		$182K Buy
+4,953
New +$184K 0.08% 220

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Castleview Partners's SPDW Position: Q2 2026 in Review

Castleview Partners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 29% in Q2 2026, selling an estimated $95.5K and leaving 4,735 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #189.

Castleview Partners first reported a position in SPDW in Q2 2021 and has held it in 19 quarters since. The position peaked at $783K in Q2 2024. 262 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Castleview Partners held 4,735 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $239K as of Q2 2026.
  • Castleview Partners sold 1,927 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $95.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.1% of Castleview Partners's portfolio in Q2 2026, its #189 holding.
  • Castleview Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 19 quarters since.
  • Castleview Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $783K in Q2 2024.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.