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

Concord Wealth 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 		$39M Buy
774,332
+10,982
+1% +$544K 4.47% 2
2026
Q1 		$34.8M Buy
763,350
+22,372
+3% +$1.05M 4.52% 1
2025
Q4 		$32.9M Buy
740,978
+42,405
+6% +$1.85M 4.28% 2
2025
Q3 		$29.9M Buy
698,573
+15,412
+2% +$639K 4.13% 5
2025
Q2 		$27.7M Buy
683,161
+147,012
+27% +$5.64M 4.03% 6
2025
Q1 		$19.5M Buy
536,149
+430,940
+410% +$15.6M 3.21% 7
2024
Q4 		$3.59M Sell
105,209
-17,541
-14% -$628K 0.59% 39
2024
Q3 		$4.61M Sell
122,750
-338
-0.3% -$12.2K 0.77% 36
2024
Q2 		$4.32M Sell
123,088
-7,895
-6% -$281K 0.76% 33
2024
Q1 		$4.69M Sell
130,983
-23,882
-15% -$820K 0.84% 30
2023
Q4 		$5.27M Sell
154,865
-39,845
-20% -$1.26M 1.05% 24
2023
Q3 		$6.04M Sell
194,710
-17,023
-8% -$550K 1.28% 21
2023
Q2 		$6.89M Buy
211,733
+57,465
+37% +$1.88M 1.48% 20
2023
Q1 		$4.96M Sell
154,268
-57,474
-27% -$1.81M 1.41% 20
2022
Q4 		$6.29M Sell
211,742
-353,242
-63% -$10.1M 1.89% 13
2022
Q3 		$14.6M Sell
564,984
-11,713
-2% -$338K 4.63% 4
2022
Q2 		$16.6M Sell
576,697
-38,535
-6% -$1.22M 4.57% 4
2022
Q1 		$21.1M Buy
615,232
+3,868
+0.6% +$134K 5.46% 4
2021
Q4 		$22.3M Buy
611,364
+175,624
+40% +$6.46M 5.46% 3
2021
Q3 		$15.8M Sell
435,740
-154,108
-26% -$5.72M 6.46% 3
2021
Q2 		$21.7M Buy
589,848
+112,920
+24% +$4.19M 6.22% 3
2021
Q1 		$16.9M Buy
476,928
+472,633
+11,004% +$16.6M 5.68% 4
2020
Q4 		$145K Buy
+4,295
New +$135K 0.11% 99

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

Concord Wealth Partners's SPDW Position: Q2 2026 in Review

Concord Wealth Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.4% in Q2 2026, buying an estimated $544K and bringing the position to 774,332 shares worth $39M. The position accounts for 4.47% of the portfolio, ranked #2.

Concord Wealth Partners first reported a position in SPDW in Q4 2020 and has held it in 23 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Concord Wealth Partners held 774,332 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $39M as of Q2 2026.
  • Concord Wealth Partners bought 10,982 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $544K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 4.47% of Concord Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Concord Wealth Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 23 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 Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.