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

CCG 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	$465K	Buy	9,225 +230	+3%	+$11.4K	0.11%	96
2026 Q1	$411K	Buy	+8,995	New	+$422K	0.11%	95
2020 Q1	–	Sell	-13,482	Closed	-$423K	–	90
2019 Q4	$423K	Sell	13,482 -1,441	-10%	-$43.9K	0.27%	48
2019 Q3	$438K	Buy	14,923 +1,887	+14%	+$54.7K	0.3%	48
2019 Q2	$386K	Buy	+13,036	New	+$384K	0.28%	45

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 22.96% 1-Year Est. Return

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

CCG Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.6% in Q2 2026, buying an estimated $11.4K and bringing the position to 9,225 shares worth $465K. The position accounts for 0.11% of the portfolio, ranked #96.

CCG Wealth Management first reported a position in SPDW in Q2 2019 and has held it in 5 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

CCG Wealth Management held 9,225 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $465K as of Q2 2026.
CCG Wealth Management bought 230 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $11.4K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of CCG Wealth Management's portfolio in Q2 2026, its #96 holding.
CCG Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and has held it in 5 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 CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.