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

CogentBlue Wealth Advisors’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 		$759K Buy
15,062
+120
+0.8% +$5.95K 0.43% 37
2026
Q1 		$682K Sell
14,942
-3,914
-21% -$184K 0.46% 32
2025
Q4 		$837K Buy
18,856
+3
+0% +$131 0.57% 27
2025
Q3 		$807K Sell
18,853
-543
-3% -$22.5K 0.55% 29
2025
Q2 		$785K Sell
19,396
-100
-0.5% -$3.83K 0.6% 28
2025
Q1 		$710K Hold
19,496
– – 0.62% 27
2024
Q4 		$665K Buy
+19,496
New +$698K 0.59% 31

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

CogentBlue Wealth Advisors's SPDW Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.8% in Q2 2026, buying an estimated $5.95K and bringing the position to 15,062 shares worth $759K. The position accounts for 0.43% of the portfolio, ranked #37.

CogentBlue Wealth Advisors first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $837K in Q4 2025. 318 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • CogentBlue Wealth Advisors held 15,062 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $759K as of Q2 2026.
  • CogentBlue Wealth Advisors bought 120 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $5.95K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.43% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • CogentBlue Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • CogentBlue Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $837K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.