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

Diversify 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 		$91.7M Buy
1,848,949
+233,030
+14% +$11.6M 1.53% 7
2026
Q1 		$77.2M Buy
1,615,919
+569,801
+54% +$26.7M 1.38% 10
2025
Q4 		$48M Buy
1,046,118
+253,055
+32% +$11.1M 2.24% 4
2025
Q3 		$34.6M Buy
793,063
+54,274
+7% +$2.25M 2% 6
2025
Q2 		$30.7M Buy
738,789
+52,025
+8% +$1.99M 1.9% 6
2025
Q1 		$26M Buy
686,764
+112,993
+20% +$4.08M 1.93% 5
2024
Q4 		$19.5M Buy
573,771
+174,113
+44% +$6.23M 1.52% 8
2024
Q3 		$14.4M Buy
399,658
+52,962
+15% +$1.91M 1.38% 11
2024
Q2 		$11.7M Buy
+346,696
New +$12.3M 1.45% 10

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

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

Diversify Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q2 2026, buying an estimated $11.6M and bringing the position to 1,848,949 shares worth $91.7M. The position accounts for 1.53% of the portfolio, ranked #7.

Diversify Wealth Management first reported a position in SPDW in Q2 2024 and has held it in 9 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Diversify Wealth Management held 1,848,949 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $91.7M as of Q2 2026.
  • Diversify Wealth Management bought 233,030 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $11.6M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.53% of Diversify Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Diversify Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.