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

Confluence Wealth Services’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 		$1.86M Buy
+36,884
New +$1.83M 0.05% 163
2024
Q3 		– Sell
-8,258
Closed -$290K – 365
2024
Q2 		$290K Buy
+8,258
New +$294K 0.02% 302

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 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

Confluence Wealth Services's SPDW Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 36,884 shares worth $1.86M. The stake represents 0.05% of the portfolio and ranks #163 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in SPDW as recently as Q2 2024.

Confluence Wealth Services first reported a position in SPDW in Q2 2024 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Confluence Wealth Services held 36,884 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.86M as of Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Confluence Wealth Services position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Confluence Wealth Services's portfolio in Q2 2026, its #163 holding.
  • Confluence Wealth Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.